OpenAI
Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.
- Revenue
- About $13B revenue in 2025, against about $34B of costs (reported)
- Value
- $852B after a $122B raise (Mar 2026, reported)
- Growth
- About 900M weekly users (Feb 2026, reported)
- Based in
- San Francisco, US
- Founded
- 2015
- Listed
- Private
It has the biggest user base in the category, so new products reach people quickly.
Free assistants from Google and Microsoft squeeze what people will pay for a plan.
Money coming in
Who pays OpenAI, and for what.
invests in OpenAI as Nvidia systems go live, under a letter of intent for at least 10 GW
datacenterdynamics.cominvests in OpenAI for about an 11% stake, paid in tranches
outlookbusiness.comHolds about 27 percent of OpenAI on an as-converted basis
om.copartnership to offer OpenAI models inside the Databricks platform
Money going out
Who OpenAI pays to do what it does.
Feb 2026 partnership with Accenture, McKinsey, BCG and Capgemini to put AI engineers inside client firms
techwyse.compays Broadcom to design and build its custom AI accelerators, 10 GW from the second half of 2026 to 2029
financemagnates.combuys Nvidia systems for AI data centres under the same 10 GW letter of intent
datacenterdynamics.compays Oracle for cloud computing under the Stargate project, starting in 2027
datacenterdynamics.comBuys expert training data through Mercor (reported)
aiweekly.co- OpenAIpaysMicrosoft$250B Azure commitment from the October 2025 deal. Payouts capped in April 2026 (reported total of $38B)
Buys Azure cloud services under an agreed commitment, and pays a revenue share
om.co compute capacity deal covering 750 MW over three years
sec.gov
Where it sits on the map
ChatGPT and its API
the dominant assistant
consumer subscriptions
now embed their own engineers at big clients
ChatGPT Edu and study modes for universities and students.
Is designing its own AI chip with Broadcom, to run beside its Nvidia and AMD systems.
Makes Codex, its coding agent, alongside ChatGPT.
Competitors and neighbours
Makes Claude and Claude Code, and is strongest with businesses and software builders.
Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)
Open profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileSells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.
20M+ users (2025)
Open profileBuilds Meta AI into Facebook, Instagram and WhatsApp, and makes the Ray-Ban glasses with EssilorLuxottica.
Sales more than tripled (H1 2025)
Open profileDesigns its own Trainium AI chips and rents them out through AWS.
5% of AI chip supply (Epoch AI)
Open profileFrench lab with open and paid models, chosen by European firms that want data kept in Europe.
About $14B valuation (Sep 2025)
Open profileLab founded by former OpenAI leaders, which sells Tinker for managed fine-tuning of open models.
Annualised run rate above $100M, self-reported and unaudited
Open profileLab that aims to build frontier open-weight models in the US, backed by Nvidia.
$8B after a $2B round led by Nvidia in October 2025. Talks at $25B reported in 2026
Open profileChinese research lab that releases its strongest models as open weights.
About 475M yuan (about $70.7M) in the first seven months of 2026 (The Information, reported)
Open profileSources: wheresyoured.at, wisernotify.com, pinggy.io, techwyse.com, openai.com, financemagnates.com, aibusiness.com, propakistani.pk, gradually.ai, tech-insider.org, techjacksolutions.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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