Altman's Money Printer: OpenAI Hits $25B ARR

An inside report by The Information (reprinted by global media on March 4-5, 2026) blew up the market: OpenAI has reached a colossal Annualized Run Rate (ARR) of $25 billion. There is no official confirmation yet, but the figure looks realistic.

This data shatters the narrative that "AI is a bubble without a business model." A $25B ARR proves that corporations are willing to pay non-stop for API calls, agents, and ChatGPT Enterprise licenses. LLMs have definitively transformed from a technological curiosity into a basic utility, like electricity or cloud hosting. High monetization allows OpenAI to continue burning billions to buy up scarce GPUs, maintaining the astronomical pace of training GPT-5 and subsequent generations.

Source: The Information / Reuters