Notes

Amazon resells ChatGPT ads while still restricting its access to the store


The pilot started September 10, U.S. only and with selected advertisers. Amazon builds and optimizes the campaigns, and OpenAI decides which ad appears.

September 11, 2026 · Translated from the Spanish original

What happened

Why it matters

The number

$1 billion. The annual revenue run rate of ChatGPT advertising reported by CNBC. OpenAI started selling ads in the United States in February.

Context

Amazon restricts ChatGPT, Claude and Gemini’s access to its store while it develops its own shopping tools, according to CNBC. At the same time, it was the top retail advertiser on ChatGPT between April and August, according to Sensor Tower data cited by the same outlet. Advertising on the platform already operates in 38 countries, and Chile isn’t one of them, and its share of hotel queries rose from 6% to 24% in three months.

What’s next

Bottom line

In August, AI agents started buying on people’s behalf. Amazon limits those agents’ access to its store, but pays to be in the conversation where the decision about what to buy is made.

Sources


Edited by Rodrigo Cornejo. How we select and verify the facts: who writes these notes.

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