OpenAI Says Revenue Rose 10x as Compute Capacity Became Its Growth Constraint

OpenAI said its revenue and available compute have risen almost in lockstep, framing data-center capacity as the main constraint on how fast it can serve demand for AI. In a January 18 business update, CFO Sarah Friar said OpenAI's annual recurring revenue climbed from $2 billion in 2023 to $6 billion in 2024 and more than $20 billion in 2025, while available compute expanded from 0.2 GW to 0.6 GW and about 1.9 GW over the same period OpenAI.