Why OpenAI’s ad announcement for users may also be ‘bad news’ for Google

ChatGPT maker OpenAI is expected to generate $25 billion in annual advertising revenue by 2030. According to predictions made by tech analysts, the expected increase in the AI startup’s ad revenue may potentially pose a threat to Google’s dominance in the digital ad market. Evercore ISI analyst Mark Mahaney has claimed that OpenAI may reach that level of annual ad revenue by 2030 if it executes well on rolling out this new business. In a note to investors (seen by Business Insider), Mahaney wrote: “A path to generating several billion dollars in ad revenue in 2026, going to $25B+ by 2030, seems reasonable.”