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Stock impact report

ChatGPT Is Getting Ads—Here's What to Expect [Yahoo! Finance]

Similarweb Ltd. Ordinary Shares (SMWB) 
Company Research Source: Yahoo! Finance
The company announced on Friday that it will start testing ads in the U.S. within weeks. Free users and subscribers to the new $8/month ChatGPT Go tier will see sponsored content at the bottom of responses. Plus, Pro, Business, and Enterprise remain ad-free. What changed Altman's mind? Probably money. Or rather, the lack of it. OpenAI burned through roughly $8 billion in 2025. Internal documents show projected operating losses hitting $74 billion by 2028. The company has 800 million weekly users, but only 5% pay for subscriptions. Meanwhile, it has committed over $1.4 trillion to infrastructure spending. Also, there is fierce competition in the AI space, and ChatGPT is losing market share. According to Similarweb data, ChatGPT dropped from 87% of the AI chatbot market in January 2025 to around 65% by this month. Google Gemini surged from 5% to over 18% during the same span. That's not a small shift. Besides this, there's the problem of hardware supply. Google has something Op Show less Read more
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