With the rapid development in the field of artificial intelligence, OpenAI recently brought good news. Sarah Friar, the company's Chief Financial Officer, revealed in an interview with CNBC that the company's monthly revenue has exceeded $1 billion for the first time. This milestone marks the rapid growth of OpenAI since the launch of ChatGPT at the end of 2022, and it is expected that the company's revenue will reach $12.7 billion this year.
Despite the promising income, Friar said that OpenAI still faces significant pressure from the demand for computing power. She pointed out that the demand for GPUs and computing resources is currently very high, and the company's biggest challenge is the continuous shortage of computing power. To address this challenge, OpenAI has launched a plan called "Stargate," aiming to carry out large-scale infrastructure construction to enhance computing capabilities.
Friar further emphasized that collaborations with companies such as Oracle and Coreweave are progressing steadily, although Microsoft remains an important partner of OpenAI. She stated that Microsoft will increase its investment in OpenAI in the coming years, and the cooperation between the two companies is mainly based on the sharing of intellectual property. After all, Microsoft's AI products are built upon OpenAI's technology.
With the rapid expansion of the user base, OpenAI's services have generated great enthusiasm among enterprises and developers. The company's CEO, Sam Altman, revealed that they will invest billions of dollars in data centers to meet the growing demand. At the same time, Friar also mentioned that with the user base reaching 700 million, the growth rate of the Plus and Pro subscription services is also accelerating. Although the newly released ChatGPT-5 model has sparked heated discussions among users, some users expressed dissatisfaction with the inability to use the older version. OpenAI quickly took measures to restore the functionality of the older version.
In terms of capital operations, OpenAI is currently negotiating with investors to sell about $6 billion in shares, with a valuation of $500 billion. It is worth noting that in March of this year, the company completed a funding round of up to $40 billion, becoming one of the private technology companies with the largest fundraising amount in history.
OpenAI's significant achievements in revenue have laid the foundation for its future development, but the ongoing issue of insufficient computing power remains a problem that needs to be addressed urgently.
