OpenAI Revenue Nears $70B as Enterprise Sales Surge

OpenAI's annual recurring revenue is approaching $70 billion, with enterprise sales more than doubling since July, sources tell Axios. The run rate has grown over 70% since the start of the third quarter, while business-to-business revenue more than doubled. Consumer revenue added in the third quarter alone exceeded all of 2025, as OpenAI closes the enterprise gap with rival Anthropic.