As of 2025, OpenAI is rapidly ramping up its AI infrastructure deployment, having inked cooperation agreements with numerous enterprises, involving a capital outlay on the scale of hundreds of billions of dollars. In the face of external skepticism regarding the prudence of its massive investments, CFO Sarah Friar disclosed that the company's revenue has experienced a threefold increase over the past year, with growth rates maintaining pace with the expansion of its computing capabilities. From 2023 to 2025, computing power has witnessed a cumulative expansion of roughly 9.5 times, while revenue is projected to grow nearly tenfold in total. OpenAI is shifting from a model heavily reliant on Microsoft to a multi-supplier strategy, achieving a balance between efficiency and costs through strategic realignments. This includes a recent partnership with Cerebras to bolster the Codex project. At present, the company's revenue sources have become more diversified, and it plans to delve into additional business models moving forward. Its development cycle will propel the scaling of intelligence, serving as a vital cornerstone for the global economy.
