"In 2024, OpenAI's CEO, Sam Altman, called ads a "last resort" for businesses. Well, the parent company of ChatGPT appears to have hit this point in less than two years. OpenAI made big news recently when it announced plans to start testing ads on U.S. users of its free and low-cost subscription accounts. The ads will be clearly labeled, and OpenAI also said it does not plan to sell user conversations to companies or let advertisements drive conversations."
"It reportedly surpassed 900 million weekly active users as of December. OpenAI also hit an annualized revenue run rate of over $20 billion in 2025, according to a recent blog post from OpenAI's CFO, Sarah Friar. However, larger forces are at work limiting ChatGPT. The U.S. power grid is in major need of an update and may run out of capacity in the near future without big upgrades. Artificial intelligence (AI) consumes a ton of power and other resources, such as water."
OpenAI plans to test clearly labeled advertisements for U.S. users of its free and low-cost ChatGPT subscriptions while saying it will not sell user conversations or let ads drive interactions. The company expects the move to significantly increase revenue in coming years. ChatGPT achieved rapid growth, reaching about 900 million weekly active users and an annualized revenue run rate above $20 billion in 2025. Infrastructure and resource limits pose challenges, including strains on the U.S. power grid, high data-center costs, and large outstanding data-center commitments over the next eight years.
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