The Trade Desk Soars on Reported OpenAI Talks to Sell ChatGPT Ads

The prospective partnership would bolster a U.S. ad pilot as OpenAI relies on external sellers before building its own ad tech.

Overview

OpenAI has held early discussions with The Trade Desk to help automate and scale advertising in ChatGPT, according to The Information.
The Trade Desk shares jumped more than 16% in premarket trading after the report, extending gains highlighted in early market action.
ChatGPT is running a U.S. pilot that shows ads to logged‑in adult users on the Free and Go subscription tiers.
Neither company has announced a finalized agreement, and sources say the talks remain in early stages.
Reporting indicates OpenAI plans to start with outside partners, including Target and Criteo, then bring ad tools in‑house, with ads projected to help lift consumer revenue to about $17 billion.