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OpenAI 将 ChatGPT Ads 扩展至 26 个新国家

OpenAI expands ChatGPT Ads to 26 new countries as diversification push accelerates

AI 导读

OpenAI 宣布将 ChatGPT Ads 扩展至 26 个新国家,使广告服务覆盖国家总数达到 89 个。阿根廷、秘鲁、尼日利亚、南非和乌克兰等地的免费用户及 Go 订阅用户将开始看到广告;OpenAI 表示广告与回答分开显示,不影响回答内容并有明确标识。公司称,广告业务年化收入运行率从 3 月的 1 亿美元升至 8 月的 10 亿美元,已有超过 10 万名广告主在平台投放广告。

推荐理由

广告覆盖扩展与广告业务收入规模,为判断 OpenAI 如何拓展订阅和企业业务之外的收入来源提供了具体背景。

正文

Sam Altman, CEO of OpenAI, the developer of ChatGPT, speaking at the AI company's developer conference on Sept. 29, 2026.

Andrej Sokolow | Picture Alliance | Getty Images

OpenAI on Wednesday announced it will roll out ChatGPT Ads to 26 additional countries, its latest push to build out its nascent advertising unit.

The artificial intelligence company has been touting its 8-month-old ads product as a new pillar of its business, which also includes enterprise contracts, consumer subscriptions and usage-based application programming interfaces, or APIs. Digital ads have long been a major revenue stream for other big tech companies, including Google and Meta.

OpenAI said its free users and Go subscribers in countries including Argentina, Peru, Nigeria, South Africa and Ukraine will start to see ads in ChatGPT. The ads are separate from ChatGPT's response to prompts, don't influence its answers and are clearly labeled, the company said.

"Our goal is to make ads useful to people as they pursue their goals and make decisions — and effective for the businesses that advertise with us," OpenAI said in a release.

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OpenAI's ad business hit $1 billion in annualized revenue run rate in August, up from $100 million in March, as CNBC previously reported. The company said Wednesday that more than 100,000 advertisers have run campaigns on the platform.

Wednesday's announced expansion brings ChatGPT Ads to a total of 89 countries worldwide, OpenAI said. The company began testing ads in the U.S. in February, a decision that was ridiculed by chief rival Anthropic. Anthropic made OpenAI's ads push the focus of its first Super Bowl campaign and pledged to keep its competing chatbot, Claude, ad free.

Both OpenAI and Anthropic are gearing up for what are widely expected to be blockbuster initial public offerings, though they have not publicly disclosed when they plan to debut. OpenAI executives have signaled that they are eyeing a 2027 listing, while Anthropic's leaders have been actively meeting with prospective investors in recent weeks.

OpenAI said it plans to continue developing additional ChatGPT Ads formats, measurement capabilities and buying options during its next phase of growth. The company is also looking at new ways for businesses to natively interact with ChatGPT consumers.

"As more people turn to ChatGPT to explore needs, evaluate options, and make decisions, we see an opportunity to help them discover products and services — and to help businesses of every size grow and thrive," OpenAI said.

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来源:CNBC · cnbc.com