December 22, 2025 – In the increasingly cut – throat artificial intelligence (AI) landscape, OpenAI has been making concerted efforts this year to bolster the profit margins of its paid – for products, aiming to solidify its leading position in the sector, according to The Information.
A well – informed source revealed that OpenAI has managed to increase its computing power profit margin. This internal metric gauges the proportion of revenue after subtracting the costs of providing model services to both enterprise and individual paying customers. By October this year, OpenAI’s computing power profit margin had soared to 70%. This marks a significant jump from 52% at the end of 2024 and is double the figure in January 2024.
An OpenAI spokesperson stated that the company has not made these data public and declined to offer further comments.
OpenAI, the company that ignited the current AI craze, has yet to turn a profit, which remains one of the key reasons why investors are worried about a potential industry bubble. In October this year, the company was valued at $500 billion. It is now actively seeking ways to generate profits to cover the high costs of computing power and its ambitious infrastructure construction plans.
At the same time, OpenAI is under immense pressure in terms of cost control and market competition. Earlier, when Alphabet, the parent company of Google, launched its Gemini model, which outperformed competitors in multiple benchmark tests, OpenAI’s CEO Sam Altman sounded the red alert. He reallocated internal resources to upgrade ChatGPT, which led to the postponement of plans related to advertising services.
Currently, most users rely on the free version of ChatGPT. However, OpenAI is vigorously promoting its business – oriented products as well as paid functional modules for industries such as financial services and education. In these areas, it has to face off directly against Google and its rival Anthropic.
The report points out that in the paid account business, OpenAI has a better computing power profit margin compared to Anthropic. But Anthropic outperforms OpenAI in terms of the overall efficiency of server expenditure.
In addition, OpenAI is in preliminary talks with Amazon. It plans to raise at least 10billionfromAmazonanduseitschipproducts.Ifthisdealgoesthrough,OpenAI′svaluationisexpectedtoexceed500 billion.
