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OpenAI posted $25 billion in annualized revenue by the end of February 2026, up 17% from $21.4 billion at the end of 2025. The gain highlights the steady demand for generative AI tools and business services.
Growth also comes as OpenAI expands further into the corporate market and faces stronger competition from Anthropic and Google.
The company improved from almost no revenue in late 2022 to more than $25 billion in annualized revenue over roughly three years. Much of the expansion comes from strong use of ChatGPT, developer products, and enterprise AI tools. In addition, large companies continue to spend more on artificial intelligence even as they weigh cost, returns, and long-term strategy.
OpenAI’s latest revenue milestone points to solid demand from both consumers and businesses. ChatGPT remains widely used while companies are spending more on tools for writing, coding, automation, and data analysis.
OpenAI has, in turn, become one of the fastest-growing software companies in the technology sector. Enterprise customers are becoming a bigger part of the business. Large contracts often offer steadier revenue than consumer subscriptions. Many companies also want custom support, stronger security, and help with deployment, which makes enterprise clients especially valuable for long-term growth.
OpenAI has moved to support this strategy with a more direct corporate push. It is working with four of the world’s largest consulting firms to help clients move from testing AI tools to using them across daily operations. The effort offers OpenAI broader access to major businesses and could support adoption across finance, healthcare, retail, and manufacturing.
OpenAI still leads private AI startups by revenue, but the market is becoming more crowded. Anthropic has posted rapid growth and now stands as one of OpenAI’s main rivals in enterprise AI. Google also remains a major competitor as it expands AI services for companies and developers.
Competition now goes beyond model quality. Businesses want reliable tools, strong security, and clear value. Furthermore, they also want AI that fits into existing systems with less disruption. OpenAI’s enterprise push also indicates support and execution now matter as much as model performance.
Anthropic’s rise is making the competition tighter. The company’s growth in its coding products and enterprise offerings signals businesses are spreading their AI spending across other companies. As buyers weigh pricing, performance, and implementation support, the battle for market share is likely to become more intense.
OpenAI’s expansion relies on heavy investment in computing infrastructure. The company is targeting nearly $600 billion in total compute spending through 2030. This figure highlights the amount of capital advanced AI systems require for training, deployment, and ongoing operation.
Revenue growth remains important, but cost control will also shape future performance.
These spending plans have also raised attention around a possible initial public offering.
Strong revenue growth may support investor interest, but public markets will also examine margins, capital needs, and progress toward profitability. OpenAI’s next phase will depend not only on revenue momentum but also on how effectively it manages rising infrastructure costs while expanding its enterprise footprint.
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