OpenAI's Revenue Hits $40B Run Rate as Compute Costs and Price Competition Intensify

OpenAI has reached an annualized revenue run rate of $40 billion, roughly double its pace from the end of 2025, driven by strong enterprise adoption and rapid subscriber growth across consumer and professional tiers. The milestone, achieved in July 2026, reflects the company's expanding market position but masks mounting financial pressures that could reshape its next funding round.