OpenAI Just Beat Google, Meta, and Amazon To This Key Milestone. Is It Bullish for AI Stocks.

OpenAI’s ChatGPT hit $1 billion in annualized advertising revenue in less than seven months after launching its ad product, pointing to unusually fast monetization for a digital platform. The article compares this pace with major competitors such as Alphabet (Google), Meta Platforms, and Amazon, which took several years to reach similar annual ad revenue levels after their own ad launches. It says ChatGPT sells ad space to tens of thousands of advertisers and cites named customers including Booking Holdings, Intuit, Home Depot, and L.L. Bean. Ads are priced similarly to Google’s, though ChatGPT’s conversational format leads to lower click-through rates, and the service has fewer users than Google Search. The ad rollout reached 1 billion weekly active users and initially expanded across more than 40 countries, after starting in North America.