OpenAI Reports $20B Revenue Growth in 2025, Eyes Healthcare and Enterprise Expansion

TLDR

• OpenAI’s annualized revenue reached $20 billion in 2025, up from $6 billion in 2024
• The company’s computing capacity grew from 0.6 gigawatts in 2024 to 1.9 gigawatts in 2025
• OpenAI plans to focus on “practical adoption” in 2026, targeting health, science, and enterprise sectors
• The company will begin showing ads to some ChatGPT users in the U.S.
• OpenAI is on track to release its first hardware device in the second half of 2026

OpenAI Chief Financial Officer Sarah Friar announced Sunday that the company’s annualized revenue has crossed $20 billion in 2025. This marks a jump from $6 billion in 2024.

The revenue growth tracks closely with the company’s expansion in computing capacity. OpenAI’s compute infrastructure grew from 0.6 gigawatts in 2024 to 1.9 gigawatts in 2025.

Friar stated that the company’s weekly and daily active users continue to reach all-time highs. She did not provide specific user numbers.

The Microsoft-backed AI company has grown rapidly since 2023. Revenue increased from $2 billion in 2023 to over $20 billion in 2025.

Computing capacity also expanded during this period. The company went from 0.2 gigawatts in 2023 to 1.9 gigawatts in 2025.

Friar wrote that more compute availability would have led to faster customer adoption and monetization. The company believes its revenue is directly tied to its technical infrastructure.

2026 Strategy and New Products

OpenAI plans to make 2026 its year of “practical adoption.” The company will focus on closing the gap between AI capabilities and real-world usage.

Priority areas for 2026 include health, science, and enterprise applications. Friar said these sectors can benefit from better intelligence leading to better outcomes.

The company announced plans to introduce ads to ChatGPT for some U.S. users. This move aims to generate revenue to fund the high costs of AI development.

OpenAI policy chief Chris Lehane said the company is on track to unveil its first hardware device. The device is expected to launch in the second half of 2026.

Infrastructure and Business Model

OpenAI currently works with a diversified ecosystem of compute providers. Three years ago, the company relied on a single provider.

Friar said the company maintains a “light” balance sheet by partnering rather than owning infrastructure. OpenAI structures contracts with flexibility across providers and hardware types.

The company signed an agreement with chipmaker Nvidia in September. Nvidia committed $100 billion to support OpenAI in building and deploying at least 10 gigawatts of systems.

However, Nvidia told investors in November there was no assurance the agreement would progress to an official contract. The deal remains at the announcement stage.

Friar described OpenAI’s next phase as focusing on agents and workflow automation. These systems will run continuously, carry context over time, and take action across tools.

The CFO stated that new economic models will emerge as AI moves into scientific research, drug discovery, energy systems, and financial modeling. OpenAI is preparing for a potential public debut this year.

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