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摘要: AI

OpenAI is building a new kind of ad machine. Early data suggests Google should worry.

Alistair Barr

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OpenAI is building a new kind of ad machine. Early data suggests Google should worry.

Alistair Barr

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OpenAI CEO Sam Altman at the Breakthrough Prize in LA.

Xavier Collin/Image Press Agency/NurPhoto/Reuters

2026-05-27T09:00:01.269Z

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's move into advertising is starting to look like the foundation of a massive new revenue engine, one that could challenge

's search empire in significant ways.

That's according to new data from Similarweb executive Heral Amir, who's been studying early

ads bought by hundreds of companies, including HubSpot, Dick's Sporting Goods, Nordstrom, Cursor, and Indeed.

He says the reason is simple: ChatGPT ads aren't built around keywords. They're built around conversations, and what Amir calls "conversational intent."

"When search was dominant, advertisers bought intent through keywords," Amir said. "Conversational AI changes that completely. The user's intent evolves during the conversation itself."

That shift may sound subtle, but it has enormous implications for how AI ads are targeted, priced, and monetized.

Ads appear later

Traditional Google Search advertising depends on users typing commercially valuable phrases like "best running shoes" or "cheap flights to Miami." ChatGPT, by contrast, can infer intent from a sprawling back-and-forth exchange, even when the user never explicitly searches for a product.

A user who never typed "headphones" can end up seeing a headphone ad, for instance. The context of a rich


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