OpenAI projects its advertising business will hit $102B in revenue by 2030, rising from $2.4B this year to $11B next year

OpenAI's internal financial forecasts project advertising will grow from $2.4B this year to nearly $11B in 2026 and reach $102B by 2030, representing 36% of total projected revenue that year and roughly half of what Meta generated from advertising last year. The company expects average ad revenue per user to climb from $3.50 this year to $12 next year and nearly $60 by 2030, a figure that matches Meta's current ARPU, just six weeks after launching its ads pilot and topping $100M in annualized ad revenue.