The Trade Desk Surges on OpenAI Ad Partnership Talks
The Trade Desk (TTD) shares jumped 9.3% in after-hours trading following reports of early-stage discussions with OpenAI about advertising integration on ChatGPT. The ad tech firm could help automate and scale ad sales for the AI platform, which recently began testing ads with logged-in U.S. users on free tiers.
OpenAI's revenue trajectory remains explosive, reaching $25 billion annualized as of late February—a 17% increase from year-end 2025. The company's latest $110 billion funding round attracted heavyweights like Amazon and Nvidia, signaling strong institutional confidence in its monetization strategies.
This potential partnership highlights the convergence of AI and digital advertising ecosystems. While The Trade Desk stands to gain from ChatGPT's massive user base, OpenAI benefits from specialized ad tech expertise without building infrastructure in-house.