OpenAI highlighted rapid growth across both consumer and enterprise segments. ChatGPT now has more than 900 million weekly active users and over 50 million subscribers, while enterprise revenue accounts for more than 40% of total revenue and is expected to reach parity with consumer by the end of 2026. The company said it is generating $2 billion in revenue per month, after reaching $1 billion in quarterly revenue by the end of 2024.
On the product side, OpenAI pointed to recent releases including GPT-5.4, expanded capabilities in Codex, and continued development in areas such as memory, search, personalization, and multimodal interaction. Codex now serves over 2 million weekly users, with usage growing rapidly.
The company emphasized compute as a central component of its strategy, noting that expanding infrastructure across multiple cloud providers, chip platforms, and data center partners is key to scaling model capabilities and reducing costs over time. Its infrastructure footprint now includes partnerships across Microsoft, AWS, Google Cloud, Oracle, and others, alongside hardware collaborations with NVIDIA, AMD, and Broadcom.
OpenAI also outlined plans to build a unified “AI superapp” that brings together ChatGPT, Codex, browsing, and agentic capabilities into a single system designed to operate across workflows and applications.
The company framed the funding as part of a broader push to scale AI globally, stating that increased access to compute and improved models will drive adoption across consumers, enterprises, and developers.
This analysis is based on reporting from openai.
Image courtesy of Unsplash.
This article was generated with AI assistance and reviewed for accuracy and quality.
