Introduction
OpenAI’s financial disclosures and industry reporting indicate the company generated roughly $4.3 billion in revenue in the first half of 2025, an increase from a year earlier — a sign that commercial sales of models and services are scaling even as investment and operating costs remain substantial.
The Information first reported the H1 revenue figure after receiving company disclosures to shareholders; Reuters and other outlets have tracked OpenAI’s growing annualised revenue figures across 2025. These numbers reflect usage growth for ChatGPT, enterprise contracts, cloud compute arrangements and API monetization.
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Why the H1 numbers matter
OpenAI’s revenue growth shows demand for AI services is converting into real commercial receipts beyond pilot projects. At the same time, reported cash burn and heavy R&D spending underscore that running and training large models remains capital intensive — an economic reality for any rapidly scaling AI firm.
Business signals and strategy
Executives and investors will look at margins, customer concentration, and how much revenue ties to long-term deals versus one-off usage. OpenAI’s push to lock supply and partner on infrastructure (for example, Stargate agreements) connects directly to the cost structure of delivering large LLMs and helps secure long-term margins if supply deals and datacentre plans materialize.
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Risks and outlook
Despite rising revenue, OpenAI’s model economics hinge on compute cost, talent, and the capital needed for proprietary infrastructure. High cash burn and continued investment in hardware partnerships mean the path to consistent profitability will depend on scale, pricing power and operational efficiencies. Analysts will also watch regulatory and competition risks as major cloud and chip players increase their responses.
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Author note: I used reporting from The Information and Reuters’ tracking of OpenAI’s revenue trajectory to summarize the company’s commercial position and the remaining cost challenges. This piece focuses on business-readers and investors.