OpenAI ChatGPT Ads Pilot Hits $100M Annualized Revenue in 6 Weeks — 600+ Advertisers, Self-Serve Access Launching April
CNBC·high signal
OpenAI's ads business surpassed $100M ARR less than two months after launching its US pilot, working with 600+ advertisers. Only ~20% of eligible free/Go users see ads daily despite 85% eligibility. Ads appear at the bottom of responses, don't influence outputs, and exclude political/health topics and users under 18. Self-serve advertiser access launches April, with expansion testing in Canada, Australia, and New Zealand. This validates a new revenue model that could fundamentally reshape AI business economics.