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Trade Desk Pursues OpenAI ChatGPT Advertising Partnership
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7.0
Trade Desk is reportedly in early talks with OpenAI to help place advertisements in ChatGPT, prompting an 18% stock surge on March 5 after shares fell more than 50% over the past 52 weeks. OpenAI plans U.S. ad tests in its free and Go tiers, and with ChatGPT claiming 900 million weekly users, a Trade Desk partnership could materially increase ad spend routed through its platform, though analyst targets and recent growth trends leave significant uncertainty.
Scoring Rationale
Significant industry implications given ChatGPT's scale and ad opportunity; score limited by early-stage reports, lack of official confirmation, and execution risks.
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