PYMNTS.com January 19, 2026
OpenAI’s annual recurring revenue (ARR) topped $20 billion in 2025, up from $6 billion in 2024 and $2 billion in 2023, according to the artificial intelligence (AI) startup’s chief financial officer, Sarah Friar.
Over the same period, OpenAI’s compute grew from 0.2 gigawatt (GW) in 2023, to 0.6 GW in 2024 and about 1.9 GW in 2025, Friar said in a Sunday (Jan. 18) blog post.
“And we firmly believe that more compute in these periods would have led to faster customer adoption and monetization,” Friar said in the post.
Saying that compute is “the scarcest resource in AI,” Friar said that OpenAI has shifted from having one compute provider to “a diversified ecosystem” and that the company manages this...
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