"Running through the AI poster child's achievements over the last couple of years, Friar said that the business's compute grew 9.5x from 2023 to 2025 from 0.2 GW to around 1.9 GW. Meanwhile, "revenue followed the same curve" by growing 10x in the same period from $2 billion to more than $20 billion in 2025. "We firmly believe that more compute in these periods would have led to faster customer adoption and monetization," she said."
"What OpenAI needs is for people to go from using its AI tools the way they use them now to using them more in the future. Rest assured that is on the to-do list for 2026. "The priority is closing the gap between what AI now makes possible and how people, companies, and countries are using it day to day. The opportunity is large and immediate, especially in health, science, and enterprise, where better intelligence translates directly into better outcomes," she said."
OpenAI reports compute capacity grew about 9.5× from 0.2 GW in 2023 to roughly 1.9 GW in 2025, with revenue rising approximately 10× from $2 billion to over $20 billion. The company asserts that higher compute investment accelerated customer adoption and monetization and expects additional compute to further boost usage. The strategic priority for 2026 is to close the gap between AI capabilities and everyday use by individuals, companies, and countries. Immediate opportunity areas include health, science, and enterprise, where improved intelligence can translate into better outcomes and new economic models in research and industry.
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