OpenAI и реклама: ChatGPT больше не благотворительность
OpenAI запускает рекламу в ChatGPT к февралю 2026 года. Сначала она коснется бесплатных пользователей и подписчиков тарифа Go. В отличие от соцсетей, где каждый
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OpenAI and Advertising: ChatGPT Is No Longer Charity
Remember the days when the internet seemed free? OpenAI dragged out that moment for a long time, but harsh economic reality has finally knocked on the door. By February 2026, ChatGPT will stop being just a clean interface for communicating with digital intelligence.
According to a CITIC Securities report, the company is preparing to launch its first advertising blocks. This isn't just an attempt to earn an extra billion, but a fundamental shift in how the artificial intelligence industry will survive in the coming years. The problem is that the business model of large language models (LLMs) is fundamentally different from what we've become accustomed to in the Facebook or Google era.
In the "old" internet, attracting a new user cost almost nothing. Servers spin, code is written, and one more click is practically pure profit. With artificial intelligence, everything is different.
Each of your questions is intensive work of thousands of graphics processors, enormous electricity bills, and equipment depreciation. The more people use the free version of ChatGPT, the faster investment billions melt away. In the industry, this is called the problem of marginal costs, which don't fall with scale but only grow with the number of dialogues.
OpenAI chose a gradual immersion tactic to avoid scaring the audience. Users of free accounts and those on the budget Go tier will see ads first. The payment format chosen is classic — CPM, meaning advertisers will pay for the number of impressions.
Analysts from CITIC Securities note that the company is trying to act as carefully as possible. They promise that advertising budgets will not directly affect the "weight" of responses. Simply put, if you ask the AI what laptop to buy for work, it shouldn't serve up a paid brand first simply because that brand paid OpenAI's sales department.
However, let's be honest: we've been through this before with search engines. Google also started as a pure academic algorithm, free from commercial influence, but over time turned into an endless list of ad links, where organic results have to be searched for with a magnifying glass. For OpenAI, this is a critical moment of truth.
They need to prove to investors that they can build a sustainable business, not just burn cash hoping for a mythical technological breakthrough. Monetizing the free user base is the only path to creating a closed financial cycle. It's interesting how competitors will react to this move.
If OpenAI creates a working advertising model that doesn't enrage users, Anthropic and Google will instantly follow suit. The era of "free and pure" AI is officially coming to an end. Now for every smart answer you'll have to pay either with your time watching ads or with a direct subscription.
This is a logical stage of technological maturation, when from a curious toy it transforms into a full-fledged industry with strict rules of capitalism. The key question: Will OpenAI be able to maintain the bar of quality and objectivity when advertising departments start demanding more "engagement" and priority placement for sponsors?
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