Business Insider
22 Jul 2026, 03:00 UTC · 3h ago
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3 claims · each scored for market impact
OpenAI is potentially building a publisher-facing ad network to help external companies sell their own ad space to marketers. — This represents a significant strategic pivot toward supply-side adtech, diversifying OpenAI's revenue streams beyond ChatGPT and challenging established networks like Google and Meta.
+0.60OpenAI has faced issues with advertiser demand outpacing available ad supply within the ChatGPT interface. — Highlights a growth bottleneck in their current monetization strategy that a broader ad network would solve.
+0.30An ad network could provide a new revenue-sharing mechanism to ease tensions and legal disputes with publishers currently suing OpenAI over copyright. — While potentially mitigating legal risk, the impact is secondary to the direct commercial shift of the ad business.
+0.20Which stocks this story touches
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The company is actively suing OpenAI for copyright infringement, highlighting a tense and litigious relationship.
OpenAI's potential move into demand extension is compared to the Facebook Audience Network, implying new competition.
OpenAI is potentially building an ad network that would compete directly with the Google Display Network.
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