AI executives push for growth opportunities in international markets

CNBC Television | February 19, 2026 at 05:30 PM UTC
Bullish 80% Confidence
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Key Points

  • OpenAI's Sam Altman is pushing for international growth, with India being a key market (100M weekly ChatGPT users, fastest-growing for Codex).
  • OpenAI is exploring ad monetization, inspired by 'Instagram-style' ads, to fund operations and a reported $100 billion funding round.
  • Competition is noted from Anthropic (which is not planning ads) and China, whose AI progress Altman describes as 'amazingly fast'.

AI Summary

AI leaders Sam Altman (OpenAI) and Dario Amodei (Anthropic) are expanding into international markets, with OpenAI seeing significant user growth in India. OpenAI is exploring ad monetization to offset high data center costs and fund its $100 billion funding round, while facing competition from Anthropic and China's rapid AI development.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 80%
Consensus Bullish 80%