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OpenAI begins testing ads in ChatGPT for U.S. users

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Bay Area Times
February 10, 2026

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Top stories today:

  1. OpenAI begins testing ads in ChatGPT for U.S. users
  2. Alphabet sells $20B of USD bonds, plans 100-year GBP bond
  3. ChatGPT “back to exceeding 10% monthly growth,” Altman tells staff
  4. Stripe said to weigh tender offer at $140B+ valuation
  5. Apollo said to near $3.4B loan to fund NVIDIA chips for Elon’s xAI
  6. Databricks raises $5B at $134B valuation

0. Data and calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. OpenAI begins testing ads in ChatGPT for U.S. users

  • Logged-in adult users on the Free and ChatGPT Go tiers are seeing ads.

  • Ads do not change ChatGPT’s answers, OpenAI said.

  • Advertisers do not have access to chats, chat history, memories, or personal details, per OpenAI.

  • Users can dismiss ads, share feedback, and delete ad data via Ads controls.

  • Ads won’t appear near “sensitive or regulated topics like health, mental health, or politics,” OpenAI said.

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3. Alphabet sells $20B of USD bonds, plans 100-year GBP bond

Alphabet’s capital spending is set to ~2x to $180.4B in 2026 amid the AI race:

4. ChatGPT “back to exceeding 10% monthly growth,” Sam Altman tells OpenAI staff

Representational image generated using ChatGPT.

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