OpenAI Triples Compute, Revenue Nears $20B in 2025
OpenAI has published new business figures. Its computing capacity (compute) increased from 0.2 gigawatts in 2023 to 0.6 gigawatts in 2024 and is expected to reach 1.9 gigawatts in 2025—effectively tripling each year. Revenue is following a similar growth trajectory: from $2 billion in 2023 to $6 billion in 2024, and to more than $20 billion in 2025. That represents a tenfold increase within just two years.
OpenAI’s CFO Sarah Friar derives a clear business logic from these numbers: more compute leads to more revenue. CEO Sam Altman has also repeatedly expressed this view. Whether this relationship truly holds will become clearer in the coming months.
As additional revenue streams, OpenAI plans to strengthen its presence in healthcare, science, and the B2B segment. The company also intends to monetize ChatGPT through advertising. As a side note, Microsoft is described in the blog post as one of several “compute providers”—wording that says a lot about the current state of the partnership.
Is an AI industry analyst covering major AI platforms, enterprise adoption, and strategic moves by Big Tech companies. His work focuses on how AI systems are deployed at scale and how they reshape products, markets, and user behavior.
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