Updated
Updated · CNBC · Sep 10
Amazon Opens ChatGPT Ads to U.S. Brands as OpenAI Reaches $1 Billion Run Rate
Updated
Updated · CNBC · Sep 10

Amazon Opens ChatGPT Ads to U.S. Brands as OpenAI Reaches $1 Billion Run Rate

3 articles · Updated · CNBC · Sep 10

Summary

  • Select U.S. brands that advertise on Amazon can now place ads in ChatGPT, with Amazon setting up campaigns while OpenAI controls ad delivery.
  • Amazon framed the move as a push into conversational ads, calling chatbot placements the fastest-growing engagement opportunity as brands follow customers into AI chat platforms.
  • OpenAI began selling sponsored ChatGPT placements in the U.S. in February and has since built an ad business running at a $1 billion annualized revenue rate.
  • Amazon had largely restricted AI platforms' access to its webstore, but Sensor Tower data showed it quietly became ChatGPT's top retail advertiser from April through August.
  • The partnership signals Amazon now sees ChatGPT—whose weekly active users reached 900 million in February—as a meaningful marketing channel despite backing its own AI shopping tools.

Insights

Why is Amazon paying for ChatGPT ads while simultaneously blocking OpenAI from accessing its webstore data?
Will ChatGPT's new conversational ads revolutionize online shopping, or just clutter the AI experience users trust?
How will e-commerce brands adapt when AI context hints completely replace traditional search keywords?