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The development suggests a tangible path to incremental ad revenue and a more efficient AI-driven funnel for AMZN, potentially lifting near-term profitability if ad impressions scale. However, upside depends on ad CTR, conversion rates, and how well the data-sharing frictions are managed compared with peers.
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Amazon has begun advertising on ChatGPT, steering users to its storefront while preserving data control. The tactic monetizes AI-generated traffic without ceding catalog access to OpenAI, highlighting a shift toward marketing channels over third-party data sharing. If ads scale, AMZN could gain incremental ad revenue and a stronger direct-to-consumer funnel in AI-driven shopping.
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