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Today’s Highlights:
ChatGPT Ads Hit Billion-Dollar Run Rate
Google Launches TimesFM-3 for Smarter Forecasting
OpenAI Is Cutting Cursor Off After SpaceX Deal
OpenAI Launches Agent Plugin Standard
Tool of the day: MeshGPT
Read Time: 3 minutes
LATEST AI NEWS
OPENAI
Image Source: OpenAI
OpenAI’s young advertising business has already reached a $1 billion annualized revenue run rate, roughly 200 days after ads first started appearing in ChatGPT.
🔍 The Details:
OpenAI began testing ChatGPT ads in the US in February 2026, and the business crossed a $100 million annualized run rate within its first six weeks.
ChatGPT ads have now expanded to more than 40 countries, with OpenAI opening its self-serve Ads Manager to advertisers across India, Europe, the Middle East, and North Africa.
Ads currently appear on the Free and Go plans, while OpenAI says advertisements remain clearly separated from responses and do not influence ChatGPT’s answers.
Tens of thousands of advertisers are reportedly using the platform, with small and medium-sized businesses now representing a meaningful share of the ad business.
The $1 billion figure is an annualized run rate, not $1 billion already earned this year, and represents about 2.5% of OpenAI’s roughly $40 billion total annualized revenue.
📌 Why It Matters:
OpenAI is rapidly building a major revenue stream beyond subscriptions, enterprise contracts, and API usage. If ChatGPT ads continue scaling globally, advertising could become an increasingly important part of how OpenAI monetizes its massive consumer audience.
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Image Source: Google
Google Research has introduced TimesFM-3, a new AI foundation model built to forecast multiple connected time series at once, without requiring task-specific fine-tuning
🔍 The Details
TimesFM-3 has 330 million parameters and was pretrained on more than 1 trillion time points from real and synthetic datasets.
Unlike TimesFM-2.5, which focused on single time series, the new model supports native multivariate forecasting.
It can forecast multiple related signals together while also using factors like past traffic, promotions, weather forecasts, and future events.
The model generates the full forecast horizon in a single forward pass, helping reduce latency and error accumulation.
Google says TimesFM-3 ranked first among pretrained foundation models across Gift-Eval, FEV-Bench, and Time for both point and probabilistic forecasting.
The model is available now on GitHub and Hugging Face, with BigQuery integration coming later.
📌 Why It Matters
TimesFM-3 could make advanced forecasting much easier for businesses. Instead of building separate models for sales, demand, finance, manufacturing, or traffic, teams can use one pretrained model that understands how multiple signals influence each other.
OPENAI VS SPACEX
Image Source: Getty Images
OpenAI says it will end its agreement providing models to Cursor after the coding startup was acquired by SpaceX, escalating the long-running conflict between OpenAI and Elon Musk.
🔍 The Details
OpenAI plans to stop providing models to Cursor on November 12, 2026.
The company is using a change-of-control clause triggered by SpaceX’s acquisition of Anysphere.
OpenAI says the decision is tied to concerns around working with Musk-owned companies and enforcing its commercial terms.
Cursor says OpenAI models account for only a small share of its overall model usage, so the immediate impact may be limited.
The company can still rely on other providers, including Anthropic’s Claude models, as it shifts away from OpenAI.
📌 Why It Matters
AI companies are no longer competing only on model quality. Access itself is becoming leverage. As platforms like Cursor sit between developers and multiple model providers, ownership changes can suddenly decide which models users get to access.
4 AI TOOLS WORTH CHECKING
ViralReels – Turn long videos into viral, captioned short clips in minutes.
Vid2Vid – Transform videos into new styles and animate images with AI.
MeshGPT – Generate detailed 3D models from simple text prompts or images.
ListingKit – Create studio-quality ecommerce product photos from a single image.
MORE AI & TECH NEWS
Google paused its Earth-based AI image generation feature just one day after launch after users created misleading scenes using recognizable real-world locations.
Reuters found Chinese military-linked researchers using outputs from OpenAI and Anthropic models to help train smaller AI systems for defense and cyber applications.
MiniMax unveiled its open-weight H3 model with 2K video, stereo audio, and multimodal inputs, promising lower costs than competing video models.
A German court ruled Suno lacked rights to process copyrighted songs, increasing legal pressure on AI companies to license training data.
Meta confirmed a testing misconfiguration let its Muse Spark model reach the internet and modify a third-party system during security evaluations.
DeepSeek announced significant API price increases are coming soon, potentially reducing one of its biggest advantages: ultra-low-cost AI access.
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