OpenAI annual recurring revenue approaches $70 billion as enterprise sales more than double since July
Axios reports OpenAI's annual recurring revenue nearing $70B, with enterprise sales more than doubling since July and run-rate up over 70% since early Q3. If accurate, the scale and acceleration reinforce durability of AI demand and monetization, supporting risk appetite across AI-linked equities and infrastructure. OpenAI has not commented, so near-term price action may hinge on confirmation and implications for competitive positioning.
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▲ Bullish
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OpenAI’s annual recurring revenue is nearing $70 billion, Axios reported, citing people familiar with the startup’s finances. Enterprise sales have more than doubled since July. The company’s annualized revenue run rate has risen more than 70% since the start of the third quarter. OpenAI has not provided an official comment on the figures.