"OpenAI has told investors to expect ad revenue to surge to US$11-billion in 2027, US$25-billion in 2028 and US$53-billion by 2029, based on the assumption that OpenAI's products will reach 2.75 billion weekly users by 2030."
"The ads were to be tested with users on ChatGPT's free tier and the lower-priced Go plan. Late last month, an OpenAI spokesperson said ChatGPT's ads pilot in the U.S. crossed US$100-million in annualized revenue within six weeks of its launch."
"OpenAI is making efforts to grab market share in the ad industry, dominated by Alphabet's GOOGL-Q Google and Facebook parent Meta META-Q. For context, Google's ad business generated US$294.69-billion in 2025 revenue, while Meta reported 2025 ad revenue of US$196.18-billion."
"Although analysts have said displaying ads in ChatGPT could irk some users and hurt trust, OpenAI reports no impact on consumer trust metrics and has observed low dismissal rates of ads."
OpenAI expects to generate $2.5 billion in advertising revenue in 2023, with projections of $100 billion by 2030. The company forecasts ad revenue to reach $11 billion in 2027, $25 billion in 2028, and $53 billion in 2029, assuming 2.75 billion weekly users by 2030. OpenAI has begun testing ads in ChatGPT for U.S. users, aiming to enhance revenue to support AI development costs. Despite concerns about user trust, OpenAI reports no negative impact on trust metrics and low ad dismissal rates.
Read at The Globe and Mail
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