OpenAI projects $100 billion advertising revenue by 2030 as chatbot ads take off

OpenAI bets big on ads

Why it matters: It's the clearest sign yet that OpenAI sees advertising as a core part of its future business. Driving the news: OpenAI's ad pilot generated $100 million in annual recurring revenue in under two months and the company says it's projecting steep growth. * The company has told investors to expect the $2.5 billion in 2026 ad revenue to grow to $11 billion in 2027, $25 billion in 2028 and $53 billion by 2029, per the source. * The projections assume OpenAI's products reach 2.75 billion weekly users by 2030 and capture a share of the global ad market dominated by Google, Meta, Amazon and TikTok. Context: Chatbot ads could be unusually lucrative because users volunteer exactly what they want. * Meta and Google have built effective ad businesses by both knowing and inferring what its users like, care about and want to buy. * With chatbots, users often directly state their goals. The big picture: OpenAI is trying to convince investors and potential backers of a future IPO -- that it has multiple revenue streams that scale alongside the company's ever-increasing spending on compute. Yes, but: The introduction of advertising, while a potentially lucrative way to offset its massive costs, risks upending one of the key selling points of AI chatbots -- that they work for the users, not for the advertiser. Advertising has been the primary revenue stream for the consumer internet, funding services such as email and social networking without directly charging users. * Critics say that has created a system where tech companies are incentivized to keep people spending as much time as possible on their services. Between the lines: OpenAI and rival Anthropic have diverged over the issue, with Anthropic using a Super Bowl commercial to declare that Claude will remain ad-free.

OpenAI Reportedly Eyes $100 Billion Ad Empire By 2030 And Plans Limited Rollout of New Cybersecurity Mode

OpenAI has reportedly projected a dramatic increase in its advertising revenue, expecting to hit $2.5 billion this year and a staggering $100 billion by 2030. Altman Bets Big On Ad Revenue Google's Gemini models have enabled more precise ad matches, leading to a revenue boost for brands and highlighting the importance of AI in capturing new search queries. While OpenAI banks on ads to expand reach while keeping data use transparent, its rival Anthropic insists its Claude AI will stay ad-free. OpenAI's Limited Cybersecurity Model In another development, OpenAI is also reportedly finalizing a model with enhanced cybersecurity capabilities through its existing "Trusted Access for Cyber" program, which it plans to release exclusively to a select group of companies, as per Axios. OpenAI did not immediately respond to Benzinga's request for comments. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Image via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

OpenAI Projects Steep Advertising Growth, Targeting $100 Billion by 2030 | PYMNTS.com

By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. The financial targets, reportedly shared in recent presentations to investors, map a steep growth trajectory for the creator of ChatGPT. According to the Reuters report, OpenAI is guiding investors to expect advertising revenues to reach $11 billion in 2027, $25 billion in 2028 and $53 billion by 2029. These forecasts rely on the core assumption that OpenAI's products will reach 2.75 billion weekly users by 2030. This revenue push comes as OpenAI makes efforts to capture market share in a digital ad industry currently dominated by Alphabet's Google and Facebook parent Meta. To illustrate the scale of this market, Reuters noted that Google posted 2025 advertising revenues of $294.69 billion, and Meta's ad units brought in $196.18 billion during the same period. OpenAI initiated its advertising efforts in January, testing ads with U.S. users on ChatGPT's free tier and its lower-priced Go plan. While industry analysts have cautioned that introducing advertising to the platform might alienate some users and erode confidence, the AI developer reports that consumer sentiment remains stable and that few people are actively closing the ads. Late last month, an OpenAI spokesperson stated that ChatGPT's U.S. ads pilot "crossed $100 million in annualized revenue within six weeks of its launch," according to the Reuters article. The spokesperson additionally noted that the company had expanded its pilot to include more than 600 advertisers at that time. Recent coverage by PYMNTS has closely tracked these evolving monetization strategies, noting that more than 60% of U.S. consumers have used a dedicated AI platform in the past year. As PYMNTS detailed on Wednesday (April 8), OpenAI is adopting a volume-based revenue model, leveraging its estimated 900 million weekly active users to build its ad business on free and lower-priced tiers. Beyond traditional ad placements, OpenAI is also expanding into in-chat commerce, taking a commission on purchases made directly within its conversational AI interface. This strategy contrasts with its primary competitors: Google is integrating Gemini directly into its existing search ad ecosystem, while Anthropic is pursuing a premium niche approach focused heavily on enterprise subscriptions.