Here's How Much Revenue OpenAI's New Advertising Business Could Generate by 2030
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Here's How Much Revenue OpenAI's New Advertising Business Could Generate by 2030
"OpenAI recently announced on its website that it plans to start testing advertisements on ChatGPT in the U.S. The company plans to run ads only on its free and low-cost subscription accounts, while there won't be ads for ChatGPT Plus, Pro, Business, or Enterprise accounts. The goal, according to the company, is to enable more people to use the platform with fewer usage limits."
"The company reportedly had 900 million weekly users as of December 2025, and many have deemed it the fastest-growing consumer app of all time. This is obviously a place advertisers will want to be, and it's also likely to drive tremendous revenue in the coming years, according to one Wall Street analyst. Here's how much revenue OpenAI's new advertising business could generate by 2030."
"In a recent research note, Evercore ISI's Mark Mahaney said that ChatGPT's ad business could quickly grow into a $25 billion annual revenue stream by 2030 if the company executes correctly. Since OpenAI generated over $20 billion of revenue in 2025, this new ad business could more than double current revenue and give OpenAI both a solid subscription and ad business."
OpenAI plans to test labeled advertisements on ChatGPT in the U.S., restricting ads to free and low-cost subscription accounts while excluding ChatGPT Plus, Pro, Business, and Enterprise tiers. User conversations and data will not be sold to advertisers, and ads will not influence the model's answers; ChatGPT will indicate when content is an ad. The platform reportedly reached 900 million weekly users by December 2025, making it highly attractive to advertisers. Evercore ISI projects the ad business could scale to about $25 billion in annual revenue by 2030, potentially more than doubling OpenAI's 2025 revenue base.
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