Friar says revenue and compute grow in tandem with the advent of more powerful models — that they «scale with intelligence,» so to speak.
Looking at the numbers, compute has gone from 0.2 gigawatts in 2023 to 1.9 GW in 2025, growing about 3x every year since ChatGPT’s debut.
Financially, OpenAI now has $20 billion in revenue, following the same curve as the compute scale and growing about 3x per year from $2 billion in 2024.
All this is of course before ads arrive on the free tier, and before OpenAI sees any results from its global rollout of the go subscription on their revenue.
On the compute side, OpenAI is chasing infrastructure like there is no tomorrow, closing in on more than 30 GW before 2030 in what would be truly explosive growth — and we can only wonder as to how advanced frontier AI models will get by then.
Read more: OpenAI’s announcement, writeups on Reuters, .