Overview
OpenAI develops the GPT series of models and the ChatGPT assistant, which it distributes to consumers through subscriptions, to businesses through enterprise plans and to developers through an API. In a January 2026 blog post, chief financial officer Sarah Friar stated that revenue more than tripled in 2025 to over US$20 billion, from US$6 billion in 2024, and attributed the growth mainly to compute capacity, which rose from 0.2 gigawatts (GW) in 2023 to 0.6 GW in 2024 and about 1.9 GW in 2025[5]. Its compute arrangements appear in suppliers’ filings: CoreWeave reports an order form under which OpenAI committed to pay up to about US$6.5 billion through May 2031[7], and Cerebras reports a multi-year agreement valued at more than US$20 billion covering 750 megawatts of inference capacity[17]. OpenAI does not publish audited accounts, so its figures cannot be compared line by line with those of listed companies. Its main limitation is the scale of the compute obligations it has signed relative to its current revenue.
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