Overview
- OpenAI’s annualized revenue surpassed $20 billion in 2025, up from $6 billion in 2024, according to CFO Sarah Friar.
- Compute capacity climbed to roughly 1.9 gigawatts in 2025 from 0.6 GW in 2024 and 0.2 GW in 2023, with revenue closely tracking that expansion.
- OpenAI has begun testing advertisements in ChatGPT’s Free and Go tiers for some U.S. users, with ads labeled, kept separate from AI responses, and excluded from paid plans.
- Weekly and daily active users are at all-time highs as OpenAI prioritizes AI agents and continuous workflow automation for health, science, and enterprise deployments in 2026.
- OpenAI emphasizes a light balance sheet through partnerships and flexible contracts, and Axios—via Reuters—reports the company is on track to unveil its first device in the second half of 2026.