Sources: OpenAI's ARR is nearing $70B, growing 70%+ since the beginning of Q3, with B2B revenue up 100%+; it added more consumer revenue in Q3 than all of 2025
THE SO WHAT
If OpenAI is really approaching $70B ARR with 70%+ growth since early Q3 and B2B more than doubling, AI infra and assistant spend is no longer experimental line-item territory—it’s core IT and software budget. Expect procurement, security, and CFOs to start treating model vendors like cloud hyperscalers, with multi-year commitments, diversification pressure, and harder ROI scrutiny.
READ THE SOURCE
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