Nvidia Bets Big on OpenAI as AI Giant Launches Ads Ahead of 2026 IPO
OpenAI sees a future where conversational ads provide unique value by connecting users to relevant products naturally during their decision-making processes.
RMN Digital Corporate Desk
New Delhi | February 10, 2026
In a significant move to bolster the future of artificial intelligence infrastructure, Nvidia CEO Jensen Huang confirmed on January 31, 2026, that his company will participate in OpenAI’s latest funding round. Huang described the commitment as potentially the “largest investment we’ve ever made,” signaling strong confidence in OpenAI as it prepares for an Initial Public Offering (IPO) targeted for the fourth quarter of 2026.
Navigating Financial Headwinds
The massive capital injection comes at a pivotal moment for OpenAI, which faces daunting financial projections. The company expects to see losses of $14 billion in 2026, with a cumulative deficit that could soar to $115 billion by 2029. To secure long-term stability and maintain its edge against competitors like Anthropic, OpenAI has also restructured as a Public Benefit Corporation (PBC), a move intended to balance commercial growth with the safe development of artificial general intelligence.
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New Revenue Stream: Ads in ChatGPT
As part of its strategy to fund ongoing infrastructure needs and keep its services accessible, OpenAI announced on February 9, 2026, that it has begun testing advertisements within ChatGPT. The test is currently limited to logged-in adult users in the U.S. on the Free and Go subscription tiers. Users on Plus, Pro, Business, Enterprise, and Education tiers will continue to have an ad-free experience.
OpenAI maintains that ads are necessary to keep the free tiers “fast and reliable” while supporting broader access to more powerful features. Users who prefer not to see ads on the free tier have the option to opt out in exchange for fewer daily messages.
Maintaining Answer Independence and Privacy
Addressing potential concerns regarding AI integrity, OpenAI emphasized that ads do not influence ChatGPT’s answers. Sponsored content is clearly labeled and visually separated from organic responses, which remain optimized based on what is most helpful to the user. Ad placement is determined by matching advertiser content with the current conversation topic, past chats, and previous ad interactions.
Privacy remains a core focus of the program:
- No Access to Chats: Advertisers do not have access to chat history, memories, or personal details.
- Aggregate Data Only: Advertisers only receive aggregate performance metrics, such as clicks or views.
- Sensitive Topic Protections: Ads will not appear near sensitive or regulated topics like health, mental health, or politics.
- Age Restrictions: OpenAI will not show ads to users it predicts or knows to be under the age of 18.
Looking Ahead
While the current focus is on learning from this initial test, OpenAI sees a future where conversational ads provide unique value by connecting users to relevant products naturally during their decision-making processes. As the company moves toward its late-2026 IPO, it plans to evolve the advertising program to support new formats and buying models for businesses of all sizes.
