Here's How Much Revenue OpenAI's New Advertising Business Could Generate by 2030

Core Insights - OpenAI plans to test advertisements on ChatGPT for free and low-cost subscription accounts, excluding ChatGPT Plus, Pro, Business, or Enterprise accounts, aiming to increase platform accessibility [1] - User data and conversations will not be sold to advertisers, and ads will not influence ChatGPT's responses, with clear labeling of advertisements [2] Revenue Potential - OpenAI's advertising business could potentially grow into a $25 billion annual revenue stream by 2030, significantly increasing its current revenue, which was over $20 billion in 2025 [4] - Analyst Mark Mahaney's projections are based on the anticipated scale of ChatGPT, monetization strategies of other marketing platforms, and the total addressable market [5] Competitive Landscape - OpenAI's advertising initiative poses a challenge to Google's core revenue by providing an engaging alternative for users to discover products and services [6] - If ChatGPT successfully integrates non-intrusive ads, it could attract valuable commercial queries that typically go to Google, potentially reshaping the advertising landscape [6]