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Home » Artificial Intelligence

OpenAI Statistics 2026: Users, Revenue, and Market Share

Published on: July 2025 • Last Updated: May 19, 2026
Barry Elad
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Barry Elad
Barry Elad
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Barry Elad is a seasoned journalist and analyst specializing in finance, technology, AI, and founder of SQ Magazine. He explores the world o...
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This report has been updated 3 times. Last updated on May 19, 2026

  • May 2026: Replaced legacy 2024 ChatGPT user-count figures with Pew Research March 2025 survey (n=5,123) showing 34% of U.S. adults have used ChatGPT and 58% of under-30s.
  • May 2026: Added Stargate Project section sourced to the White House transcript and OpenAIu2019s announcement page: $500 billion total, $100 billion immediate, at least 10 data centers each a million square feet at minimum.
  • May 2026: Added NVIDIA-OpenAI partnership data from the September 2025 NVIDIA blog: up to $100 billion NVIDIA investment progressively as each gigawatt deploys; at least 10 gigawatts of NVIDIA systems on the Vera Rubin platform.
  • May 2026: Added SoftBank funding section from the March 31, 2025 IR press release: up to $40 billion follow-on, $260 billion pre-money, $10 billion first close in April 2025, contingent $30 billion second close in December 2025.
  • May 2026: Replaced general OpenAI dominates market-share framing with Menlo Ventures December 2025 figures: enterprise spend share 27% (down from 50% in 2023), Anthropic 40%, Google 21%, top-3 concentration 88%.
  • May 2026: Replaced obsolete GPT-4 launch references with GPT-5 launch data (August 7, 2025 unified router system) and the May 2026 API price card across the GPT-5.2 / GPT-5.2 pro / GPT-5 mini tier.

OpenAI sits at the center of the global AI economy with hundreds of millions of people relying on ChatGPT every day, a $260 billion pre-money valuation in the SoftBank definitive agreement, and operational responsibility for the $500 billion Stargate joint venture announced at the White House. The scale gap between OpenAI’s consumer reach and its enterprise share has widened on opposite axes over the past 12 months.

The data below traces consumer adoption, enterprise market share, the Stargate buildout, the NVIDIA compute commitment, GPT-5’s launch and pricing, developer adoption, and the SoftBank-anchored valuation trajectory through the current year.

Key Takeaways

  • SoftBank’s commitment runs up to $40 billion at a $260 billion pre-money valuation, with up to $40.0 billion and Pre-Money Valuation: $260.0 billion alongside $10.0 billion at First Closing (April 2025) and Up to $30.0 billion at Second Closing (December 2025) contingent on a for-profit recapitalization.
  • The Stargate Project pairs SoftBank, OpenAI, Oracle, and MGX behind at least $500 billion, starting with $100 billion immediate spend across $500 billion, at least, in AI infrastructure, and $100 billion over a million square feet at minimum per data center.
  • NVIDIA intends to invest up to $100 billion in OpenAI progressively per up to $100 billion in OpenAI progressively as each gigawatt is deployed, with OpenAI committing to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure, including the NVIDIA Vera Rubin platform.
  • OpenAI’s enterprise LLM spend share fell to 27% from 50% in 2023 by December 2025 per 27% from 50% in 2023, while Anthropic climbed to now earns 40% of enterprise LLM spend, up from 24% last year and 12% in 2023.
  • Pew Research found 34% of U.S. adults have used ChatGPT, including 58% of under-30s, per 34% of U.S. adults say they have ever used ChatGPT, and a 58% majority of adults under 30, with the share roughly doubled since summer 2023.
  • GPT-5 launched on August 7, 2025, as a unified system that knows when to respond quickly and when to think longer to provide expert-level responses with a smart model, a deeper reasoning model, and a real-time router.

Editor’s Choice

  • The Stargate Project will spend at least $500 billion, with $100 billion starting immediately per $500 billion, at least, in AI infrastructure and starting immediately with $100 billion.
  • SoftBank’s effective commitment is up to $30 billion after a $10 billion syndication carve-out, up to $30.0 billion, $10.0 billion, and up to $40.0 billion (approximately JPY 5.98 trillion) follow-on.
  • NVIDIA’s letter of intent commits up to $100 billion, paired with at least 10 gigawatts per up to $100 billion and at least 10 gigawatts of NVIDIA systems across a million-GPU AI factories.
  • Stack Overflow’s 2025 Developer Survey places ChatGPT at 82% and GitHub Copilot at 68% per. ChatGPT (82%) and GitHub Copilot (68%) are the clear market leaders among AI agent out-of-the-box tools.
  • OpenAI’s coding-market share sits at 21%, versus Anthropic’s 54% per 21% for. OpenAI, alongside Anthropic’s ascent, has been driven by its remarkably durable dominance in the coding market, where it now commands an estimated 54% market share.
  • The GPT-5.2 API list price is $1.75 input and $14 output per million tokens. Input: $1.750 / 1 million tokens and Output: $14.000 / 1 million tokens, with GPT-5.2 pro at GPT-5.2 pro: Input: $21.00 / 1 million tokens. Output: $168.00 / 1 million tokens.

Recent Developments

  • Stargate Project together with OpenAI on January 21, 2025, to build dedicated AI infrastructure for OpenAI in the United States, pairing SoftBank, OpenAI, and Oracle behind $500 billion, at least, in AI infrastructure over the buildout window.
  • The SoftBank IR press release dated March 31, 2025 (U.S. time), disclosed that it entered into a definitive agreement with OpenAI Global, disclosed follow-on investments of up to $40 billion (approximately JPY 5.98 trillion) at a Pre-Money Valuation: $260 billion.
  • The August 7, 2025, GPT-5 launch positioned the model as a unified system that knows when to respond quickly and when to think longer to provide expert-level responses.
  • The September 2025 NVIDIA blog announced a strategic partnership under which NVIDIA also intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.
  • Menlo Ventures’ Second Closing (December 2025) window coincided with the publication of the third annual State of Generative AI in the Enterprise report, showing OpenAI lost nearly half of its enterprise share, falling to 27% from 50% in 2023.
  • The May 2026 page snapshot of OpenAI’s API price card lists GPT-5.2: The best model for coding and agentic tasks across industries. Price Input: $1.750 / 1 million tokens and GPT-5.2 pro: Input: $21.00 / 1 million tokens. Output: $168.00 / 1 million tokens.

ChatGPT User Base and Consumer Adoption

  • The U.S. adult share lands at 34%, with 34% of U.S. adults say they have ever used ChatGPT documented in the Pew Research Center survey according to a Pew Research Center survey fielded February 24 to March 2, 2025.
  • a 58% majority of adults under 30 have used ChatGPT, the highest share of any age cohort in the Pew survey.
  • The Pew sample size was 5,123 U.S. adults from Feb. 24 to March 2, 2025, drawn from the American Trends Panel.
  • 66% of Americans have not used the chatbot, including 20% who say they’ve heard nothing about it.
  • The U.S. adult share has roughly doubled since summer 2023, following ChatGPT, an AI chatbot released in November 2022.
  • Sam Altman’s June 2025 blog post stated that Hundreds of millions of people rely on it every day, and for increasingly important tasks, a CEO-level confirmation of ChatGPT’s run-rate user base.

The seven-row table below isolates the headline penetration figures from Pew alongside ChatGPT’s launch year and Altman’s run-rate statement.

Pew Research Indicator (Feb-Mar 2025)Value
Has used ChatGPT (U.S. adults)34%
Share doubled sincesummer 2023
Under 30 who have used it58%
Have not used the chatbot66% of Americans have not used the chatbot
Have heard nothing about it20%
Survey sample (American Trends Panel)5,123 U.S. adults
ChatGPT launch dateNovember 2022

Source: Pew Research Center, Sam Altman blog

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How many users does ChatGPT have?

Sam Altman stated in June 2025 that hundreds of millions of people rely on it every day, placing the consumer base at a run-rate scale. Pew’s March 2025 survey separately found 34% of U.S. adults say they have ever used ChatGPT. Across our platform statistics coverage, we treat the founder-CEO statement as the upper-bound disclosure and the Pew share as the more reliable bottom-up read on U.S. penetration.

OpenAI Enterprise LLM Market Share

OpenAI’s enterprise LLM spend share fell from 50% to 27% by December 2025. OpenAI lost nearly half of its enterprise share, falling to 27% from 50% in 2023, while Anthropic climbed to 40% of enterprise LLM spend, up from 24% last year and 12% in 2023 over the same window, per Menlo Ventures.

  • Google’s enterprise share rose to Google also saw significant gains, increasing its enterprise share from 7% in 2023 to 21% in 2025.
  • The top three concentrations are together; these three companies account for 88% of enterprise LLM API usage across OpenAI, Anthropic, and Google.
  • The remaining slice spreads across the remaining 12% spread across Meta’s Llama, Cohere, Mistral, and a long tail of smaller providers.
  • OpenAI’s coding-market share stands at 21% versus Anthropic’s 54%. Anthropic’s ascent has been driven by its remarkably durable dominance in the coding market, where it now commands an estimated 54% market share, compared to 21% for OpenAI.
  • The mid-2025 snapshot showed that an interim share at OpenAI holds the second-largest market share by usage among enterprises, with 25% versus Anthropic at 32%.
  • Total enterprise generative AI spend reached Companies spent $37 billion on generative AI in 2025, up from $11.5 billion in 2024, a 3.2x year-over-year increase.

The trajectory below traces the 2023 baseline, the mid-2025 inflection (TechCrunch via Menlo), and the December 2025 close.

Enterprise LLM Spend Share2023Mid-2025December 2025
OpenAI50% in 202325%27%
Anthropic12% in 202332%40%
Google7% in 2023not disclosed21% in 2025
Top-3 concentrationnot disclosednot disclosed88%
OpenAI coding-market sharenot disclosednot disclosed21% for OpenAI
Anthropic coding-market sharenot disclosed42%an estimated 54% market share

Source: Menlo Ventures State of Generative AI in the Enterprise; Menlo Ventures mid-year update via TechCrunch

By the numbers: Menlo Ventures’ December 2025 survey of ~500 U.S. enterprise decision-makers documented OpenAI lost nearly half of its enterprise share, falling to 27% from 50% in 2023 while Anthropic now earns 40% of enterprise LLM spend, with 88% of enterprise LLM API usage concentrated across the top three. See our head-to-head ChatGPT vs Gemini market data for the consumer-side comparator.

How popular is OpenAI when compared to other AI tools?

OpenAI leads on consumer reach. ChatGPT (82%) and GitHub Copilot (68%) are the clear market leaders among AI agent out-of-the-box tools. Pew’s Feb-Mar 2025 survey separately puts 34% of U.S. adults who have ever used ChatGPT. The consumer-up / enterprise-down divergence is the rare case where a single vendor leads one segment while losing share in the other.

OpenAI Funding History and Valuation Trajectory

SoftBank Group Corp. committed up to $40 billion at a $260 billion pre-money valuation on March 31, 2025, per follow-on investments of up to $40.0 billion (approximately JPY 5.98 trillion) and Pre-Money Valuation: $260.0 billion.

  • SBG plans to syndicate SBG is planning to syndicate out $10.0 billion of the up to $40.0 billion investment to co-investors.
  • SoftBank’s effective net commitment is SBG’s effective investment amount is expected to be up to $30.0 billion.
  • The pre-money valuation is $260.0 billion.
  • The first closing landed in April 2025 at $10.0 billion at First Closing (April 2025).
  • The second closing is scheduled at Up to $30.0 billion at Second Closing (December 2025) contingent on for-profit recapitalization.
  • SoftBank’s prior Vision Fund 2 commitment since September 2024 totalled invested $2.2 billion in total through SoftBank Vision Fund 2 since September 2024.

The schedule below pulls each SoftBank tranche, the syndication carve-out, the net effective commitment, and the prior Vision Fund 2 anchor into a single ledger.

OpenAI Funding History & Valuation Trajectory

Who owns OpenAI?

OpenAI Global, LLC operates as the for-profit subsidiary of OpenAI, Inc. SoftBank’s definitive agreement is structured around a recapitalization of its economic waterfall that must be completed by the end of 2025 to unlock the contingent second tranche. The cap table is private, but SoftBank’s published commitments anchor the largest publicly disclosed equity claim through April 2025.

How much is OpenAI worth?

The most recent primary-source valuation disclosure is the Pre-Money Valuation: $260.0 billion figure from the SoftBank agreement. Subsequent secondary press reports of higher round-trip valuations have not been matched by a comparably specific IR disclosure. Compare with our Claude AI market data for Anthropic’s parallel valuation pattern.

Stargate Project Infrastructure Buildout

  • Initial equity funders are The initial equity funders in Stargate are SoftBank, OpenAI, Oracle, and MGX.
  • SoftBank carries financial responsibility, and OpenAI carries operational responsibility. SoftBank and OpenAI are the lead partners for Stargate, with SoftBank having financial responsibility and OpenAI having operational responsibility.
  • Masayoshi Son will be the chairman, with Masayoshi Son will be the chairman of the joint venture.
  • Key initial technology partners are Arm, Microsoft, NVIDIA, Oracle, and OpenAI are the key initial technology partners.
  • The buildout is starting in Texas, with The buildout is currently underway, starting in Texas.
  • At least 10 colossal data centers are planned, each a million square feet at a minimum. Going to be at least 10 immediately, but ultimately, a lot more than that.
  • The project is expected to generate hundreds of thousands of American jobs.

The parameter table below collates every disclosed Stargate dimension from the White House transcript and the Stargate announcement page.

Stargate Project ParameterValue
Announcement dateon January 21, 2025 (per the SoftBank IR press release)
Total commitment$500 billion, at least, in AI infrastructure
Immediate buildout commitmentstarting immediately with $100 billion
Initial equity fundersSoftBank, OpenAI, Oracle, and MGX
Financial responsibilitySoftBank having financial responsibility
Operational responsibilityOpenAI having operational responsibility
ChairmanMasayoshi Son will be the chairman
Key technology partnersArm, Microsoft, NVIDIA, Oracle, and OpenAI
Initial data center countat least 10 immediately
Minimum site sizea million square feet at minimum
Buildout startstarting in Texas

Source: White House briefing transcript; OpenAI Stargate announcement page

Why it matters: The Stargate Project moves OpenAI from a software-and-API company to a venture with operational responsibility for $500 billion in physical infrastructure across at least 10 data centers each at least a million square feet, the largest AI infrastructure commitment ever attached to a single AI lab.

What is the Stargate project?

Stargate is a joint venture by SoftBank, OpenAI, Oracle, and MGX to build dedicated U.S. AI infrastructure for OpenAI. SBG has announced the Stargate Project together with OpenAI on January 21, 2025, to build dedicated AI infrastructure for OpenAI in the United States. The buildout is currently underway in Texas. NVIDIA’s partnership with OpenAI dates to This builds on a deep collaboration between OpenAI and NVIDIA going back to 2016, pre-dating Stargate.

NVIDIA Compute Partnership and GPU Footprint

NVIDIA and OpenAI announced their strategic partnership in September 2025, committing to deploy at least 10 gigawatts and up to $100 billion per at least 10 gigawatts of NVIDIA systems and up to $100 billion in OpenAI progressively as each gigawatt is deployed.

  • NVIDIA will invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.
  • The systems will include the NVIDIA Vera Rubin platform.
  • The buildout will produce the million-GPU AI factories built through this agreement, which will help OpenAI meet the training and inference demands of its next frontier of AI models.
  • Jensen Huang framed the partnership as historic. This is the biggest AI infrastructure project in history, said NVIDIA founder and CEO Jensen Huang.
  • Sam Altman called NVIDIA the only viable partner at this scale. There’s no partner but NVIDIA that can do this at this kind of scale, at this kind of speed, said the OpenAI CEO.

The single-deal table below isolates the seven disclosed dimensions of the NVIDIA-OpenAI partnership.

NVIDIA-OpenAI Partnership ParameterValue
AnnouncementSeptember 2025 NVIDIA blog
NVIDIA investment commitmentup to $100 billion
Investment triggerprogressively as each gigawatt is deployed
Compute commitmentat least 10 gigawatts of NVIDIA systems
Hardware platformthe NVIDIA Vera Rubin platform
AI factory scalemillion-GPU AI factories
Partnership originNVIDIA going back to 2016

Source: NVIDIA Blog; OpenAI Stargate announcement page

GPT-5 Model Family and Benchmark Performance

OpenAI launched GPT-5 on August 7, 2025, as a unified system with a smart, efficient model that answers most questions, a deeper reasoning model (GPT-5 thinking) for harder problems, and a real-time router.

  • GPT-5 is available across free, Plus, and Pro tiers, with GPT-5 available to all users, with Plus subscribers getting more usage, and Pro subscribers getting access to GPT-5 Pro.
  • Pro subscribers get access to GPT-5 Pro, a version with extended reasoning.
  • GPT-5 was framed in the launch post as GPT-5 is our strongest coding model to date.
  • The launch positioned the model as state-of-the-art across coding, math, writing, health, visual perception, and more.
  • Stanford HAI’s 2025 AI Index reported gains of 18.8, 48.9, and 67.3 percentage points across MMMU, GPQA, and SWE-bench. Scores rose by 18.8, 48.9, and 67.3 percentage points on MMMU, GPQA, and SWE-bench, respectively.

The benchmark table below isolates the year-over-year deltas Stanford catalogued for the three new 2023 benchmarks, plus GPT-5’s launch-page architecture summary.

BenchmarkYear-Over-Year GainSource
SWE-benchscores rose by 18.8, 48.9, and 67.3 percentage points on MMMU, GPQA, and SWE-bench, respectively (67.3 attributed to SWE-bench)Stanford HAI AI Index 2025
GPQAscores rose by 18.8, 48.9, and 67.3 percentage points on MMMU, GPQA, and SWE-bench, respectively (48.9 attributed to GPQA)Stanford HAI AI Index 2025
MMMUscores rose by 18.8, 48.9, and 67.3 percentage points on MMMU, GPQA, and SWE-bench, respectively (18.8 attributed to MMMU)Stanford HAI AI Index 2025
GPT-5 launch dateAugust 7, 2025OpenAI release page
GPT-5 architectureunified system with a smart, efficient model (smart plus thinking plus real-time router)OpenAI release page
GPT-5 pro availabilityPro subscribers getting access to GPT-5 proOpenAI release page

Source: OpenAI introducing-gpt-5 release page (Wayback); Stanford HAI AI Index

What is the current state of OpenAI’s research and development?

GPT-5 is the current flagship, launched on August 7, 2025, as a unified router system. It is a unified system that knows when to respond quickly and when to think longer to provide expert-level responses. The model family extends to GPT-5 Pro for Pro subscribers and GPT-5 mini for cost-sensitive workloads. Our AI benchmark coverage documents a consistent pattern: capability rankings shift every six months, and the year-over-year gains Stanford catalogued are unusually large for a single 12-month window.

OpenAI API Pricing Across the Model Tier

OpenAI’s published API price card (May 2026 snapshot) lists GPT-5.2 at $1.75 input and $14 output per million tokens, with Input: $1.750 / 1 million tokens and Output: $14.000 / 1 million tokens, with GPT-5.2 pro at GPT-5.2 pro: Input: $21.00 / 1 million tokens. Output: $168.00 / 1 million tokens and GPT-5 mini at GPT-5 mini: Input: $0.250 / 1 million tokens. Cached input: $0.025 / 1 million tokens. Output: $2.000 / 1 million tokens.

  • GPT-5.2 cached input lists at Cached input: $0.175 / 1 million tokens on the pricing page.
  • GPT-5.2 pro lists at GPT-5.2 pro: Input: $21.00 / 1 million tokens. Output: $168.00 / 1 million tokens.
  • GPT-5 mini lists at GPT-5 mini: Input: $0.250 / 1 million tokens. Cached input: $0.025 / 1 million tokens. Output: $2.000 / 1 million tokens.
  • The Batch API saves Batch API saves 50% on inputs and outputs and runs tasks asynchronously over 24 hours.
  • GPT-4.1 fine-tune lists at GPT-4.1 fine-tune price input $3.00 / cached input $0.75 / output $12.00 / training $25.00 per 1 million tokens.
  • o4-mini reinforcement fine-tune lists at $4.00 / $1.00 / $16.00 per 1 million input/cached/output tokens plus $100 per training hour.

The price card below pulls each disclosed model and fine-tuning tier from the May 2026 OpenAI Pricing page snapshot.

OpenAI API Pricing (Per 1M Tokens)

How much does ChatGPT cost?

ChatGPT consumer pricing maps to Free, Plus, and Pro tiers per OpenAI’s GPT-5 launch post. API pricing maps to per-million-token rates: GPT-5.2 lists at $1.750 / 1 million tokens input and $14.000 / 1 million tokens output, GPT-5 mini at $0.250 / 1 million tokens input and $2.000 / 1 million tokens output, and GPT-5.2 pro at $21.00 / 1 million tokens input and $168.00 / 1 million tokens output.

Developer Adoption and Tooling Footprint

84% of developers report using or planning AI tools, up from 76% a year earlier, per 84% of respondents are using or planning to use AI tools in their development process, an increase over last year (76%) in the Stack Overflow Developer Survey 2025.

  • 51% of professional developers use AI tools daily.
  • ChatGPT (82%) and GitHub Copilot (68%) are the clear market leaders, serving as the primary entry point for most developers using out-of-the-box AI assistance.
  • AI tool favorability fell, with positive sentiment for AI tools having decreased in 2025: 70%+ in 2023 and 2024 to just 60% this year.
  • Professionals show higher favorability than learners, with Professionals show a higher overall favorable sentiment (61%) than those learning to code (53%).
  • GitHub’s Octoverse research found that almost all developers (92%) are using or experimenting with AI coding tools.
  • Generative AI projects entered the top 10 most popular open source projects, with open source generative AI projects even entering the top 10 most popular open source projects by contributor count in 2023.

The developer table below stacks the Stack Overflow 2025 readings against GitHub Octoverse for a cross-survey adoption check.

OpenAI Developer Adoption & AI Tooling Footprint

Key finding: Stack Overflow’s 2025 Developer Survey shows ChatGPT leading the out-of-the-box AI agent category at 82% adoption versus GitHub Copilot at 68%, with overall AI tool usage rising to 84% of developers, even as favorability fell to 60% from the 70%+ band of 2023 and 2024.

How many developers use the OpenAI API?

OpenAI does not publish a developer API user count in primary sources. The closest available proxy is Stack Overflow’s 2025 Developer Survey, which places ChatGPT at ChatGPT (82%) adoption among AI agent users. GitHub Octoverse separately reports almost all developers (92%) using or experimenting with AI coding tools, a broader denominator that includes API-integrated assistants.

OpenAI in the Wider AI Investment Landscape

U.S. private AI investment reached $109.1 billion in 2024, roughly 12x China’s $9.3 billion and 24x the UK’s $4.5 billion, per In 2024, U.S. private AI investment grew to $109.1 billion, nearly 12 times China’s $9.3 billion, and 24 times the U.K.’s $4.5 billion in Stanford HAI’s AI Index 2025.

  • Global generative AI private investment hit attracting $33.9 billion globally in private investment, an 18.7% increase from 2023.
  • 78% of organizations reported using AI in 2024, up from 55% the year before.
  • U.S.-based institutions produced In 2024, U.S.-based institutions produced 40 notable AI models, significantly outpacing China’s 15 and Europe’s three.
  • Enterprise generative AI spend totalled. Companies spent $37 billion on generative AI in 2025, up from $11.5 billion in 2024, a 3.2x year-over-year increase.
  • The application layer captured $19 billion, which went to the application layer of that 2025 spend.
  • That share represents more than 6% of the entire software market, all achieved within three years of ChatGPT’s launch.

The investment table below combines Stanford HAI’s AI Index 2025 with Menlo Ventures’ Dec 2025 enterprise pie.

Global AI Investment and Enterprise GenAI Spending

OpenAI Revenue and Financial Trajectory

OpenAI’s pre-money valuation per the SoftBank definitive agreement is $260 billion, with a contingent second close of up to $30 billion at Pre-Money Valuation: $260.0 billion and Up to $30.0 billion at Second Closing (December 2025) tied to the recapitalization of its economic waterfall deadline.

  • The Funding Conditions trigger the second tranche at up to $30.0 billion per the SoftBank IR release.
  • OpenAI sits inside a top-three concentration cluster. Together, these three companies account for 88% of enterprise LLM API usage.
  • Sam Altman’s June 2025 blog post characterized the run-rate scale as hundreds of millions of people rely on it every day, and for increasingly important tasks.
  • The application-layer slice of total enterprise GenAI spend was $19 billion, which went to the application layer (Menlo’s all-vendor total, not OpenAI-specific).
  • Applying OpenAI’s 27% share uniformly across Menlo’s $37 billion all-vendor enterprise pie produces a directional figure near $10 billion, but Menlo does not publish a per-vendor revenue split. Consumer ChatGPT subscription revenue is not in primary excerpts and is therefore not included here.

Is OpenAI profitable?

OpenAI has not published audited profitability statements in any primary source captured here. The most cited primary financial datum is the SoftBank pre-money valuation of $260.0 billion and the contingent second tranche of up to $30.0 billion at Second Closing (December 2025) tied to the for-profit recapitalization. We treat any specific profitability figure absent a primary source as out of scope for this dataset and route readers to the SoftBank IR release for the most recent governance-disclosed valuation anchor.

Common Questions

How many users does ChatGPT have on a daily basis?

Sam Altman’s June 2025 blog post stated that hundreds of millions of people rely on it every day. Pew Research’s March 2025 survey separately found 34% of U.S. adults say they have ever used ChatGPT, including a 58% majority of adults under 30. Run-rate concurrent active users are not disclosed in primary sources; the CEO statement and the Pew share are the most recent triangulating data points.

Who are OpenAI’s biggest competitors in enterprise AI?

Anthropic and Google lead the enterprise LLM peer set. Anthropic now earns 40% of enterprise LLM spend, up from 24% last year and 12% in 2023, versus OpenAI’s 27%, with Google increasing its enterprise share from 7% in 2023 to 21% in 2025. The top three account for 88% of enterprise LLM API usage. Meta’s Llama, Cohere, Mistral, and a long tail of smaller providers split the residual share across smaller deployments.

When did GPT-5 launch, and what changed?

GPT-5 launched on August 7, 2025, as a unified router system pairing a smart fast model, a deeper reasoning model (GPT-5 thinking), and a real-time router. GPT-5 is a unified system with a smart, efficient model that answers most questions, a deeper reasoning model (GPT-5 thinking) for harder problems, and a real-time router. The model is available across free, Plus, and Pro tiers, with GPT-5 Pro reserved for Pro subscribers. For adjacent conversational-AI adoption metrics, see our Character AI usage statistics.

Conclusion

OpenAI’s last 18 months stitched together a $260 billion valuation, a SoftBank-anchored deal at Pre-Money Valuation: $260.0 billion, operational responsibility for $500 billion, at least, in AI infrastructure, a NVIDIA compute commitment at up to $100 billion in OpenAI progressively as each gigawatt is deployed, a consumer base where 34% of U.S. adults say they have ever used ChatGPT including a 58% majority of adults under 30, and an enterprise LLM share that contracted to 27% from 50% in 2023. Stanford HAI’s benchmark gains and Stack Overflow’s 82% ChatGPT developer adoption corroborate the consumer-side momentum even as Anthropic captures the enterprise revenue pool.

The recapitalization deadline at the end of 2025, the Texas Stargate buildout, and this year’s GPT-5.2 price card together set OpenAI’s trajectory across the current year. For analysts tracking artificial intelligence market structure, the divergent consumer-up / enterprise-down axes are the dominant signal worth tracking quarter by quarter.

Definition of AI Inference. Link to full glossary entry follows the description.AI Inference

AI inference is the execution phase where a trained AI model applies what it learned to new, unseen data and produces an output such as a prediction.

Read more

Definition of AI Agent. Link to full glossary entry follows the description.AI Agent

An AI agent is a software system that uses an AI model to plan, pick tools and take actions toward a goal on a user's behalf, with limited human oversight.

Read more

This article has been reviewed and fact-checked by Robert A. Lee. SQ Magazine follows strict Publishing Principles and a documented Fact-Check Policy to ensure accuracy, transparency, and editorial independence across all content. Our statistics are verified using a documented Research Process.

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References

  • OpenAI: Introducing GPT-5 (Wayback)
  • OpenAI API Pricing Page (Wayback)
  • NVIDIA Blog: OpenAI Partnership
  • SoftBank Group IR Press Release: OpenAI Investment
  • OpenAI: Announcing the Stargate Project (Wayback)
  • Menlo Ventures: State of Generative AI in the Enterprise 2025
  • Stack Overflow Developer Survey 2025, AI Section
  • Stanford HAI AI Index Report 2025
  • Sam Altman Blog: The Gentle Singularity
  • TechCrunch: Enterprises Prefer Anthropic AI Models via Menlo Ventures
  • GitHub Octoverse: The State of Open Source and AI
Barry Elad

Barry Elad

Founder & Senior Journalist


Barry Elad is a seasoned journalist and analyst specializing in finance, technology, AI, and founder of SQ Magazine. He explores the world of artificial intelligence, uncovering trends, data, and real-world impacts for readers. When he’s off the page, you’ll find him cooking healthy meals, practicing yoga, or exploring nature with his family.

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Table of Contents

  • Key Takeaways
  • Editor’s Choice
  • Recent Developments
  • ChatGPT User Base and Consumer Adoption
  • OpenAI Enterprise LLM Market Share
  • OpenAI Funding History and Valuation Trajectory
  • Stargate Project Infrastructure Buildout
  • NVIDIA Compute Partnership and GPU Footprint
  • GPT-5 Model Family and Benchmark Performance
  • OpenAI API Pricing Across the Model Tier
  • Developer Adoption and Tooling Footprint
  • OpenAI in the Wider AI Investment Landscape
  • OpenAI Revenue and Financial Trajectory
  • Common Questions
  • Conclusion
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