Insider Brief
- OpenAI closed a $122 billion funding round at an $852 billion post-money valuation, backed by strategic investors including Amazon, NVIDIA, SoftBank and Microsoft, according to a post on its website.
- The company said it is generating about $2 billion in monthly revenue, with more than 900 million weekly active users on ChatGPT and enterprise customers accounting for over 40% of revenue.
- OpenAI said the funding will support expanded compute infrastructure, multi-cloud and chip partnerships, and development of a unified “AI superapp” combining ChatGPT, Codex and agentic capabilities.
OpenAI announced it has closed a funding round totaling $122 billion in committed capital, valuing the company at $852 billion post-money, as it looks to build the infrastructure for global artificial intelligence.
Core investors in the round were Amazon, NVIDIA and SoftBank, with additional backing from Microsoft and a broad group of institutional investors, according to the company. SoftBank co-led alongside a16z, D.E. Shaw Ventures, MGX and TPG, while more than $3 billion was raised through bank channels from individual investors, a first for the company.
The company said the capital will support continued investment in compute infrastructure, product development and global deployment of AI systems at scale.
“This is commercial scale, and it is mission scale. The fastest way to widen the benefits of AI is to put useful intelligence in people’s hands early and let that access compound globally,” the OpenAI noted in a company website post. “AI is driving productivity gains, accelerating scientific discovery, and expanding what people and organizations can build.”
AI Superapp & Compute as a Strategice Advantage
OpenAI said it is building a unified “AI superapp” that combines ChatGPT, Codex and agentic capabilities into a single interface designed to operate across applications and workflows. The approach is intended to streamline user interaction while accelerating enterprise adoption through consumer familiarity, the company said.
The company said its strategy centers on a “flywheel” driven by compute, model performance and product adoption. Increased access to compute enables more capable models, which in turn support broader use cases and higher utilization, reinforcing revenue growth and further infrastructure investment.
On the developer side, OpenAI said its APIs process more than 15 billion tokens per minute, while its Codex coding system has surpassed 2 million weekly users, reflecting increased demand for agent-based and workflow automation tools.
To support that expansion, OpenAI said it has diversified its infrastructure footprint beyond a limited set of providers. Its stack now spans multiple cloud platforms, including Microsoft, Oracle, AWS, CoreWeave and Google Cloud, alongside silicon partnerships with NVIDIA, AMD, Cerebras and custom chips developed with Broadcom.
OpenAI pointed to rapid commercial growth, reporting it is now generating about $2 billion in monthly revenue, up from $1 billion annually within a year of ChatGPT’s launch and $1 billion per quarter by the end of 2024. The company said ChatGPT has reached more than 900 million weekly active users and over 50 million subscribers, with enterprise customers accounting for more than 40% of revenue.
OpenAI said the scale of capital and infrastructure investment reflects a moment in time that will define modern economics, such as the past investments that built the infrastructure for electricity, transportation and the internet.
“The capital being deployed today is helping build the infrastructure layer for intelligence itself,” the company noted. “Over time, that value will flow back into the economy, to companies, to communities, and increasingly to individuals.”
The company also said it expanded its revolving credit facility to about $4.7 billion, supported by a global syndicate of banks, though the facility remains undrawn.
Additional instituional investors included Altimeter, Appaloosa LP, ARK Invest, affiliated funds of BlackRock, Blackstone, Coatue, D1 Capital Partners, Dragoneer, Fidelity Management & Research Company, Goanna Capital, Insight Partners, The Paragon Group, Sands Capital, Sequoia Capital, Sound Ventures, Temasek, Thrive Capital, UC Investments (University of California CIO Office) and Winslow Capital.
