NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoing NVIDIA-OpenAI fiasco, it's important to note the fundamentals that underpin the partnership. Team Green is currently the world's largest AI infrastructure provider, and almost all hyperscalers are dependent on the company, not just for hardware, but also for financial commitments in the form of "collaborations" or whatever you call it. At the same time, NVIDIA [β¦]
OpenAI has released a new macOS app for Codex, integrating many of the agentic coding practices that have become popular since Codex launched last year.
People inspecting ChatGPT responses are spotting references to ads in the page source. One line reads: βInReply to user query using the following additional context of ads shown to the user.β The reference appears even when no ad is actually displayed.
Driving the news. Digital Marketer Glenn Gabe first flagged the issue on X after noticing the ad-related language in ChatGPTβs source code. Others have since replicated it while testing commercial queries like auto insurance.
Why we care. Ads in ChatGPT have been talked about for weeks. This piece of code spotted signals that ChatGPT ads are moving from concept to near-launch, creating a new, high-intent advertising channel. The presence of ad logic in the system suggests targeting and eligibility are already being tested, favoring early advertisers.
With limited inventory and ads likely woven into conversational responses rather than shown as banners, this could become premium, high-impact real estate that directly competes with organic answers.
Between the lines. The ads arenβt visible, but the logic appears to be live. That suggests OpenAI may already be testing ad eligibility, suppression rules for paid tiers, or internal triggers ahead of a broader rollout.
Context. OpenAI confirmed in January that ads are coming to ChatGPT for some users. The company said ads would be sold on an impression basis, and early indications suggest they wonβt be cheap.
Bottom line. ChatGPT may not be showing ads yet β but the infrastructure is already in place.
NVIDIA's deal with OpenAI was known to be one of the largest commitments to the AI lab; however, an agreement still hasn't been reached, and Jensen is now a bit skeptical. NVIDIA's CEO Has "Privately Criticized" OpenAI's Business Approach, Raising Questions On the $100 Billion Deal NVIDIA had committed to the OpenAI deal a few months ago, and Team Green announced to supply "multi-GW" of compute power in a $100 billion deal, which is by far the largest investment into the AI lab, which is now eying an IPO. The arrangement back then took the industry by storm, especially since [β¦]
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