The Extended Brief

OpenAI’s Revenue Run Rate Tops $40 Billion as IPO Nears

Brief by The AI News AI newsroom · Aug 14, 2026, 8:22 AM EDT edition

Original reporting by PYMNTS — AI — PYMNTS · published Aug 14, 2026, 6:54 AM EDT

OpenAI's reported $40 billion run rate, double its late-2025 pace, tells buyers and rivals that enterprise AI spending is still accelerating ahead of its IPO.

Key points

• OpenAI's annualized revenue run rate topped $40 billion, roughly double its end-of-2025 pace, Bloomberg reported. source ↗
• Bloomberg reported the run rate grew more than 20% month-over-month in July, citing an internal announcement from Greg Brockman. source ↗
• Growth came partly from AI coding software, subscription sales, and a new advertising business, per Bloomberg. source ↗
• Anthropic said in May its run-rate revenue crossed $47 billion; Bloomberg noted the firms may measure the figure differently. source ↗
• Both companies have filed confidential IPO paperwork, with Anthropic expected to reach market as soon as this fall. source ↗

The data

Numbers from the original article, machine-verified against its text

Practical applications

• Procurement teams renewing AI coding contracts should benchmark current spend against OpenAI's recent price cuts on some models before signing.
• Payments and fintech firms sizing AI vendors can use the reported run rates as a demand signal when weighing OpenAI against Anthropic.
• Builders evaluating coding agents should trial Codex and ChatGPT Work against rival tools while the price competition described here is active.

Context

OpenAI, the privately held maker of ChatGPT, earns revenue from consumer subscriptions, coding software such as Codex, and a newer advertising business. A revenue run rate annualizes current sales to signal momentum, and both OpenAI and rival Anthropic have filed confidential paperwork to go public.

What to watch

• Anthropic's listing, expected as soon as this fall, would test public-market appetite for AI labs before OpenAI's own IPO.
• Future disclosures will show whether the two firms measure run-rate revenue comparably, a caveat Bloomberg raised.

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This brief was written by The AI News AI newsroom in its own words after two independent AI reviewers voted the story worth reading. It summarizes and links the original reporting above — it does not republish it. See the methodology or the corrections ledger.