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[BUSINESS] · United States · 9 sources

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OpenAI revenue run rate exceeds $40 billion amid IPO preparations

OpenAI is experiencing rapid financial growth, with its annual revenue run rate surpassing $40 billion. This represents a doubling of its revenue run rate from over $20 billion at the end of 2025. This surge is being driven by several key factors, including the expansion of the Codex AI coding agent, which has seen its weekly user base grow to over 2 million, and the success of a ChatGPT advertising pilot program that reached $100 million in annualized revenue within six weeks.

The company is reportedly preparing for a major initial public offering (IPO) on Wall Street. While OpenAI projects advertising revenue could reach $2.5 billion in 2026 and potentially $100 billion by 2030, these long-term forecasts face scrutiny from analysts.

Amidst this growth, OpenAI faces internal challenges, including significant leadership turnover. Recent departures include the Chief Revenue Officer, the Chief Financial and Operating Officer, and the Head of Ethics. Additionally, the company recently dissolved its preparedness team responsible for assessing catastrophic risks in AI models.

Entities

Anthropic · Bloomberg · ChatGPT · China · Codex · Greg Brockman · Guangdong Aerospace Research Academy · OpenAI · Sam Altman

Claims

What the coverage asserts, and how many sources carry each claim.

  • [● 2 SOURCES] The user base for the AI coding agent Codex grew fivefold in three months, exceeding 2 million weekly users. forexclub.pl · www.sofokleousin.gr
  • [○ 1 SOURCE] OpenAI's advertising pilot program reached $100 million in annualized advertising revenue (ARR) within six weeks. forexclub.pl
  • [○ 1 SOURCE] OpenAI forecasts advertising revenue will grow to $100 billion by 2030. forexclub.pl
  • [○ 1 SOURCE] OpenAI projects advertising revenue will reach between $2 billion and $2.5 billion in 2026. forexclub.pl
  • [○ 1 SOURCE] OpenAI revenues grew by more than 20% month-over-month in July 2026. forexclub.pl
  • [DISPUTED] OpenAI doubled its revenue run rate from over $20 billion at the end of 2025 to over $40 billion. forexclub.pl · www.sofokleousin.gr
  • [○ 1 SOURCE] ChatGPT has over 900 million weekly active users. forexclub.pl
  • [DISPUTED] OpenAI's revenue run rate has surpassed $40 billion. forexclub.pl · www.sofokleousin.gr