ChatGPT Ads reached a $1B annualized revenue run rate in under 200 days, after crossing $100M just 6 weeks into the pilot.

OpenAI's also gave $2.4B ad-revenue forecast for 2026 under serious pressure, since earlier months were running far below today's pace.

The longer-range expectations are even steeper: OpenAI reportedly projects nearly $11B in ad revenue for 2027 and $102B by 2030.

OpenAI’s forecast assumes ad revenue per user rises from nearly $3.50 this year to nearly $60 by 2030. It very much has a plausible route there because users often state the goal and constraints behind a purchase decision across several conversational turns, giving the ad system richer intent than a single query or feed impression.

OpenAI says tens of thousands of advertisers now use ChatGPT Ads across more than 40 countries, with self-service access expanding across India, Europe, the Middle East and North Africa.

to note, ChatGPT itself now exceeds 1B weekly active users, while advertising remains limited to the Free and Go tiers.

Also there is a hard commercial boundary on the business. OpenAI can use conversational context to select relevant ads, but the advertisers cannot access private conversations and paid placement cannot alter the answer itself.