Overview
- At Cannes on Monday OpenAI advertising chief David Dugan announced a $100 billion advertising target for 2030 as the company pushes its ChatGPT ad rollout to new markets.
- ChatGPT began showing query-based ads in February and is running campaigns in seven test markets with thousands of advertisers, the company says.
- OpenAI told marketers it will open the format to Brazil and Mexico in the coming weeks and later to India, significantly enlarging its addressable audience.
- A live demo at Cannes showed Codex tools that can build and deploy full visual ad campaigns without coding, prompting concern about displacement of creative production roles.
- OpenAI reports early signs of limited user pushback to ads but has not disclosed revenue figures, leaving questions about advertiser returns, competitive effects on Google and Meta, and regulatory or labor impacts unresolved.