OpenAI Expects $70 Billion in Annualized Revenue by End of 2026, Driven by Its Business Segment

OpenAI expects to reach $70 billion in annualized revenue by the end of 2026, or to exceed that level. Bloomberg reports this, citing people familiar with the matter. According to them, the growth comes primarily from the company's enterprise business. The report relies on anonymous sources and has no official financial statements behind it.

What we know

The available description of the story contains few facts, but they are specific:

• target figure: $70 billion or more in annualized revenue;
• timeframe: end of 2026;
• main source of growth: the enterprise segment;
• source of the data: people familiar with the matter, with no public confirmation from the company.

This part of the report has no breakdown by product. It is unclear what share will come from ChatGPT subscriptions for business, the API, and developer tools. Any estimate of those shares would be guesswork for now.

How big is the jump

Sam Altman himself provided the benchmark. At the end of 2025, he said OpenAI's annual run rate exceeded $20 billion. If Bloomberg's forecast comes true, the figure would grow roughly 3.5x in twelve months. For a company of this size, that is a very steep trajectory.

The arithmetic is simple. $70 billion a year works out to about $5.8 billion in revenue per month. That is the level the company would need to be at when the year ends to technically hit the target.

The word annualized matters here. It is not revenue recognized over a calendar year. The metric takes revenue from a short period, a month or a quarter, and scales it up to a full year. It is convenient for fast-growing companies, but it carries an assumption: that the current pace will hold. OpenAI's actual 2026 revenue will come in noticeably below $70 billion, because for most of the year the company will earn less than it does in December.

Why the bet on enterprise customers

Enterprise contracts offer what mass-market subscriptions do not: large checks, multi-year agreements, and lower churn. For a company with enormous compute costs, this is critical. In November 2025, Altman put OpenAI's compute commitments at roughly $1.4 trillion over the coming years. Commitments of that size need to be covered by a predictable cash flow, and business customers are the best fit for that.

There is a competitive context as well. The enterprise market for models and agents has become the main battleground for OpenAI, Anthropic, Google, and Microsoft. The winner is whoever companies embed into their workflows, and whoever is costly to switch away from.

How to read this figure

For investors and analysts, the key point is not to mistake a forecast for fact. It is worth waiting for confirmation from the company or disclosure in financial filings, and then comparing the stated run rate with actually recognized revenue.

For technical leaders choosing an AI vendor, OpenAI's growing enterprise revenue suggests the company will keep investing in enterprise features: access control, legal guarantees, and integrations. Still, any contract should be structured with a vendor switch in mind: prices and terms in this market change quickly.

For developers, the signal is direct. Money is flowing toward agents and tools that solve real work tasks inside companies. Products with a clear payback will get more attention and budget than generic chat wrappers.