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OpenAI’s Enterprise Revenue Surpasses Consumer Business, CFO Says
Key Points
- OpenAI’s enterprise segment now generates more revenue than its consumer ChatGPT business.
- Annualized run rate reached $40 billion, about double the level a year ago.
- July revenue rose 20% month‑over‑month; business customers increased 32%.
- Enterprise users shifting focus to cost per unit of intelligence rather than token usage.
- Company trimmed prices across model lineup; newest model 54% more efficient on coding tasks.
- Advertising revenue approaching $1 billion run rate after six months of testing in ChatGPT.
- Revenue chief Denise Dresser left after eight months; Brad Lightcap also departed.
- President Greg Brockman introduced new enterprise lead Dali Rajic, recruited by Josh Kushner.
- OpenAI declined to comment on potential IPO timing due to a confidential SEC filing.