"OpenAI reportedly missed its internal target of 1 billion weekly active users for ChatGPT by the end of 2025, reaching approximately 900 million weekly users as of February."
"CFO Sarah Friar indicated that OpenAI may struggle to pay for future computing contracts if revenue does not grow quickly enough, following missed monthly revenue targets."
"Wedbush analysts stated, 'We strongly disagree with the notion that growth is weakening,' emphasizing continued strong demand across consumer and enterprise segments."
"Rittenhouse Research noted that the WSJ article overlooked the impact of this year's rollout of GPT-5.5 and the updated Codex model on OpenAI's growth."
OpenAI aims to invest $600 billion in compute by 2030, but has missed its target of 1 billion weekly active users for ChatGPT by 2025. As of February, it had around 900 million users. The company also missed several monthly revenue targets, raising concerns about its ability to fund future computing contracts. Despite this, analysts believe OpenAI remains well-positioned and continues to see strong demand. The rollout of GPT-5.5 and updated Codex models may positively impact growth prospects.
Read at Fortune
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