1. OpenAI is generating approximately $13 billion annually, primarily from individual subscribers paying $20 per month for AI chat services like ChatGPT, despite having over 800 million users.
2. Despite this income, OpenAI has pledged to invest over $1 trillion over the next decade, securing deals for more than 26 gigawatts of computing capacity from companies such as Oracle, Nvidia, AMD, and Broadcom.
3. To finance this massive investment, OpenAI is considering various projects, including government contracts, shopping tools, video services, consumer hardware, and even becoming a computing supplier itself through its Stargate data center project. Moreover, the success of OpenAI is crucial for some major U.S. companies and could potentially impact the broader U.S. market if it falters.