A recent claim circulating on X suggests that OpenAI’s annualized revenue is $20 billion lower than previously reported figures. This uncertainty arrives as the company reportedly seeks a new funding round that could value it at over $800 billion.
Official data from OpenAI, shared by CFO Sarah Friar in January 2026, confirmed an annualized recurring revenue (ARR) exceeding $20 billion by the end of 2025. This growth coincided with an increase in computing capacity from 0.6 gigawatts in 2024 to 1.9 gigawatts in 2025.
Various reports have provided conflicting estimates for 2026. The Information noted a run rate surpassing $25 billion by early 2026, while Bloomberg reported ARR above $40 billion by August 2026. Other estimates have suggested figures near $70 billion by late September 2026.
The company is actively diversifying its income streams by expanding enterprise sales and introducing advertising within ChatGPT. Meanwhile, high infrastructure investments to support computing power expansion suggest that annual cash burn may reach the tens of billions of dollars.
