Artificial Intelligence
OpenAI says ChatGPT reaches 1.2 billion weekly users
OpenAI said ChatGPT had more than 1.2 billion weekly users, while the article also reported revenue growth, rival comparisons and questions about whether that growth could cover infrastructure costs.
- OpenAI said at DevDay that ChatGPT had more than 1.2 billion weekly users.
- The company also said more than 35 million weekly users were on ChatGPT Work and Codex, and that 2.5 million businesses used its products.
- Axios first reported that OpenAI was nearing a $70 billion annualised revenue rate, about 70 per cent above the level at the start of Q3.
- The article said Anthropic's annualised rate had reportedly passed $65 billion in July and might now be equal to or above OpenAI's.
- The article said Anthropic was preparing for an initial public offering as early as November.
Axios first reported that OpenAI was approaching a $70 billion annualised revenue rate, which the article said was about 70 per cent higher than at the start of Q3. It explained that annualised revenue projects current monthly income over a full year.
The article said OpenAI's growth was being driven by enterprise sales and a price war against Claude and Chinese models. It added that the company had reinforced that approach with the launch of GPT-6.1-Sol.
OpenAI said at DevDay that ChatGPT had more than 1.2 billion weekly users. It also said ChatGPT Work and Codex had more than 35 million weekly users, and that 2.5 million businesses were using OpenAI products.
The article said Codex was growing quickly and that this was linked to interest in the GPT-6 model family. It ended by asking whether revenue growth would be enough to meet data centre costs.
Named in this story
Companies
- OpenAI
- said ChatGPT had passed a weekly user milestone and described its revenue growth
- Anthropic
- was said to have a similar revenue run rate and to be preparing for an IPO
Products and systems
- ChatGPT
- was said to reach more than 1.2 billion weekly users
- Claude
- was named as one of the rivals in the price war
- GPT-6.1-Sol
- was the newly launched model OpenAI tied to its pricing strategy
- Codex
- was said to be growing fast as a coding assistant
- GPT-6
- was the model family linked to Codex growth
- ChatGPT Work
- was counted in OpenAI's weekly usage figures
How the source tells it
The piece mixed announcement reporting with market speculation, using rival comparisons and a future IPO reference to create a sense of competition and pressure.
- speculation reported figures were paired with uncertain comparisons and possible future timing
- pressure the final line cast revenue against the cost of data centres
- rivalry growth was framed through a price war between competing AI products