Enterprise

ChatGPT Ads land in 31 European markets Monday, with a self-serve tier for small businesses queued next

OpenAI's largest ad-market expansion so far starts August 24 through agencies only. The Ads Manager small-business tier is coming — and early auctions are where the cheap inventory lives.

Photo: Unsplash / Jonathan Kemper — A smartphone displaying the ChatGPT app interface

OpenAI began serving ChatGPT Ads across 31 European countries on Monday, August 24, its largest single market expansion since the U.S. pilot went live in February. The footprint now covers 40 markets, and the auctions on day one belong exclusively to the incumbents: Publicis, Omnicom, WPP, Havas, Dentsu, and MediaPlus. The self-serve Ads Manager that would let a small business buy directly isn’t in Europe yet.

Analysts at New Street Research expect that door to open within two to four months. That’s the interval a small-team advertiser tracking the European rollout should be watching, because early auctions in a new ad channel tend to have thin bidder competition and correspondingly cheap inventory. Adthena data from the U.S. pilot showed ads appearing on fewer than 5% of searches, and never more than one at a time. OpenAI expects a similarly light competitive picture in Europe at first.

On a briefing call, OpenAI enterprise CMO Colin Fleming said ChatGPT now has one billion weekly active users, that 20% show commercial intent, and that ad revenue has grown more than 25% since the start of August. Those are the three numbers agency buyers are underwriting.

For non-agency buyers, the pricing signal is the U.S. history. Ads Manager launched stateside in the spring with a $50,000 minimum spend, which OpenAI subsequently dropped. European pricing hasn’t been confirmed, but the trajectory of that floor is the trajectory of the channel’s accessibility.

GDPR shapes the product’s shape. EU users who don’t consent to broader data collection will see a version called Generic Ads that uses only basic account information. Ads appear on the Free and Go tiers; Plus, Pro, and Enterprise stay ad-free. That segmentation quietly reprices the subscription tiers as ad-avoidance products, which is the same structural move streaming platforms made between 2019 and 2023 once ad inventory became the growth story.

The launch is agency-only. The interesting window opens when it isn’t.

Sources