Observed Signal · Feb 23, 2026 · Product Launch · Source: OnlineMarketing.de · Impact: 4/5 · Sentiment: Negative
First ChatGPT Ads Arrive in US, OpenAI Monetizes
OpenAI began a pilot rollout of ChatGPT ads in the United States, targeting adults 18+ on the Free and Go tiers. Advertisers pay a CPM of $60 per 1,000 views, with commitments in the hundreds of thousands of dollars. Early partners include WPP Media with clients such as Adobe, Audemars Piguet, Audible, Ford and Mazda; Target, HelloFresh, Expedia and Canva are also participating. Shopify merchants can now place ads for ChatGPT via Shop Campaigns, integrating shopping and discovery into the ChatGPT environment. Ads are clearly labeled and kept separate from chat responses, with assurances they do not access conversations or personal data, and users can hide ads. The rollout underscores the ongoing evolution toward agentic commerce and AI-enabled shopping, with Shopify executives commenting on the strategic shift. The initiative remains experimental, and OpenAI notes ads may evolve as real-world feedback informs future development.
Technical Release / Pilot of ad monetization on a major platform (OpenAI) with potential industry impact
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Key Takeaways & Evidence Grounding
- ChatGPT Ads rolled out in the United States for users 18+ on Free and Go tiers.
- CPM price is $60 per 1,000 views; first advertisers commit hundreds of thousands of dollars.
- Early advertisers include WPP Media with clients such as Adobe, Audemars Piguet, Audible, Ford, and Mazda; Target, HelloFresh, Expedia and Canva also participating.
- Shopify merchants can now run ChatGPT ads through Shop Campaigns.
- Ads are labeled and separated from chat responses; advertisers do not access chat history or personal data; users can hide ads.
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OpenAI Introduces Ads in ChatGPT for Free Users
OpenAI plans to test advertising inside ChatGPT in the coming weeks, starting with the free version and the lower-cost ChatGPT Go in the United States among adult users. Paid tiers (Plus, Pro, Business, Enterprise) will remain ad-free. Ads will be clearly labeled, separated from AI responses, and will not influence content; OpenAI claims it will not share chat histories or personal data with advertisers, and users can disable personalized ads and delete ad data. Initially, ads may appear at the end of replies when a relevant sponsored product or service exists, with safeguards excluding sensitive topics and with users under 18 not seeing ads. ChatGPT Go costs eight euros per month and is now available wherever ChatGPT is offered, including Germany. The move is framed as widening access to AI while funding the service, rather than optimizing for dwell time, and echoes past remarks by Sam Altman about ads as a “last resort.”
OpenAI Tests Ads in ChatGPT: A New Advertising Frontier
OpenAI has begun testing advertising within ChatGPT, marking a shift in how ads may appear in AI-powered conversations. The initial test targets US users and will display ads on both the free and Go tiers. Reports note an opening CPM of USD 60 (about £44.69). Advertisers will control ad creatives and broad targeting, with ads designed to appear contextually within responses rather than interrupt dialogue. The move follows OpenAI's transition to a for-profit model about three months ago and raises questions about trust, user experience, and how chatbot environments can be monetized. OpenAI asserts that ads will be contextual and not influence answers, though outcomes may affect which ads are shown. The article contrasts OpenAI's trajectory with Google, which has already integrated AI-powered shopping ads through Gemini-enabled tools, highlighting intensified competition in AI advertising.
OpenAI Earns $100M from ChatGPT Ads
OpenAI has begun testing advertising inside ChatGPT for U.S. users on the Free and Go tiers and reportedly generated about $100 million in recurring annualized revenue from ads within two months of the test. ChatGPT had roughly 900 million weekly active users as of February 2026, but most do not pay for subscriptions, motivating ad monetization. OpenAI told investors it targets $2.5 billion in ad revenue by the end of 2026, $53 billion by 2029, and roughly $100 billion by 2030—projections that assume ChatGPT reaches 2.75 billion weekly users by 2030. Early rollout drew criticism for irrelevant or intrusive placements and advertisers reporting no measurable business outcomes. OpenAI plans additional ad features (a push option) despite concerns that ads could undermine user trust and drive some users to competitors.
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