OpenAI Ads Possible In Q1, Polymarket Says: Why That Could Hurt AI Stocks Like NVDA, ORCL
Posted On January 15, 2026
For years, Sam Altman said he hated ads, calling them “last resort.” Yet, prediction markets are betting he won’t have a choice.
What Happened: On Polymarket, traders are currently pricing in a 37% chance that OpenAI implements ads on ChatGPT before March 31. Could this be a warning flare about the health of the AI bubble?
With OpenAI’s annual burn rate reportedly exceeding $17 billion this year, the company is facing a harsh reality: subscription revenue alone will not be enough to feed the compute-hungry models like o3 and GPT-5.
In 2025, OpenAI made a series of deals that increasingly tied it to the broader market, effectively turning itself into the engine room of the S&P 500.
In September, Open AI signed a $300 …
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