Industry
OpenAI Pushes into Advertising to Catch Up with Google and Meta, High Revenue Targets Draw Analyst Skepticism
OpenAI is placing ads in ChatGPT, vying for the advertising market dominated by Google and Meta, with its advertising business already reaching an annual recurring revenue (ARR) of $100 million. OpenAI projects advertising revenue of approximately $2.4 billion in 2026 and about $100 billion by 2030, but EMARKETER analysts consider these targets nearly impossible to achieve. Currently, ChatGPT's ad products are still in early stages, available in only 7 countries globally, lacking comprehensive ad creation, performance measurement, and data reporting tools.
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