ChatGPT Ads 将扩展至 26 个新国家并探索新广告格式
ChatGPT Ads Is Expanding To New Markets And Exploring New Ad Formats
- 1OpenAI 宣布 ChatGPT Ads 将扩展至 26 个新国家,其中 14 个位于拉丁美洲
- 2OpenAI 称上线约 8 个月已有超 10 万广告主投放过广告(官方口径)
- 3The Information 援引 New Street Research 研究称 10 月初活跃广告主约 6 万
- 4OpenAI 早前宣布 10 亿美元年化收入运行率,低于公司今年 24 亿美元的最初预测
ChatGPT Ads 的扩张实质是先铺规模再补能力,活跃广告主明显少于累计投放数,度量不成熟仍制约预算投入。
- 影响:拉美多国广告位开放,面向该区域的品牌多了新的 AI 流量入口;度量方案仍在补课,预算大规模转移前需自行验证效果;广告标注趋于隐蔽,品牌出现的上下文更难预判。
- 参考:可考虑先以小预算在拉美市场测试 ChatGPT Ads 并对比自有渠道转化;值得在追加预算前先明确效果归因口径;投放图片生成场景广告时可先评估标注方式对品牌安全的影响。
- 依据:10 万广告主与 10 亿美元年化运行率为 OpenAI 官方口径,暂无独立验证;6 万活跃广告主来自 The Information 援引 New Street Research 的数据。
Wednesday, October 21st, 2026 – 9:00 am
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ChatGPT Ads is going to need more pages in its passport.
On Wednesday, OpenAI announced that ChatGPT Ads will be expanding into 26 new countries. Fourteen of them, more than half, are in Latin America, including Argentina, Chile and Colombia.
Brazil (which joined the ads expansion back in August) currently has the third-largest share of ChatGPT visitors behind the US and India, so it makes sense that OpenAI wants to double down on the region.
In the roughly eight months since its launch, ChatGPT Ads has seen remarkable growth. OpenAI also said on Wednesday that more than 100,000 advertisers have run ads on the platform so far.
Growing pains
However, that’s not the same as having 100,000 active advertisers.
The Information recently reported that, as of early October, ChatGPT had about 60,000 active advertisers on the platform, citing research from Dan Salmon at New Street Research.
That suggests many of the advertisers who have tried the platform haven’t stuck around.
Still, ChatGPT’s ads business is on the rise. Earlier this year, it announced a $1 billion annualized run rate, meaning that, if growth continues at its current rate, it would earn $1 billion in revenue over a year – lofty, albeit short of the company’s initial prediction of $2.4 billion in revenue this year.
It’s not overly surprising that some advertisers are still only dabbling. After all, there’s no perfect playbook for building an ads business from scratch, although OpenAI has clearly been taking notes, particularly from Meta.
One of OpenAI’s biggest challenges has been “making sure the experience works well for both people and businesses,” an OpenAI spokesperson told AdExchanger. “That’s why we’re building out measurement alongside the expansion,” the spokesperson added, as well as maintaining a focus on “privacy, clear labeling and keeping ads separate from ChatGPT’s answers.”
It’s worth noting, as AdExchanger has previously reported, that many advertisers want to see stronger measurement solutions before they’re willing to commit more budget to ChatGPT Ads.
The ads they are a-changin’
Meanwhile, the format of the ads on ChatGPT have evolved quickly.
Earlier this month, OpenAI announced a new, more visual ad format with larger images. The ads, which will be served to people using ChatGPT for image generation, will be tested first in the US. OpenAI is also “exploring additional formats,” the spokesperson noted, but declined to elaborate on what those will look like.
Over the past few months, the ads have gone through several iterations, from a shaded box with unmissable “sponsored” text at the top to its latest format, which doesn’t even have a structured box around the ad and is only labeled rather obliquely off to the side.
Still, OpenAI is adamant that “people shouldn’t have to guess whether something is an ad” and that its ads remain “distinct” from ChatGPT’s responses, the spokesperson said.
The latest iterations just require users to be a bit more discerning.
来源:AdExchanger · adexchanger.com