The name of the Company.

OpenAI

The primary business focus of the AI company. Possible values:

• Foundation (develops their own AI models)
• Application (serves products powered by AI models, including third-party models)
• AI Cloud (renting out AI chips/compute)
• AI Vendor (sells data or other AI-related services to other companies).

Foundation

The latest valuation of the Company, derived from the most recent closed funding round.

27000000000,157000000000,300000000000,80000000000,300000000000,500000000000,14000000000,840000000000,500000000000,852000000000

The date when the company was officially established or incorporated.

2015-12-01

Source for information on founding date.

https://openai.com/index/introducing-openai/

Short description of record

March 2026 25B

The AI company. Linked field to Companies table

OpenAI

The as-of date for the reported revenue figure.

2026-02-28

Link to the primary source.

https://www.theinformation.com/articles/openai-tops-25-billion-annualized-revenue-anthropic-narrows-gap?rc=9mzoog

Additional source, if any.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.

Media report

Notes documenting details, evidence, and evidence for the revenue estimate, including relevant quotes. documenting the reasoning and/or evidence for the revenue estimate.

“OpenAI topped $25 billion in annualized revenue as of the end of last month, according to a person familiar with the figure”

Based on last month * 12. article also notes OAI reached a $30B run rate if only looking at revenue spikes in the last week

Publication date for the primary source.

2026-03-05

Metadata describing our confidence in the recorded revenue figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on credible but secondary sources such as news reports with insider sources.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Likely

Abbreviated note providing additional context for the graph tooltip.

Short description of record

OpenAI–Nvidia

The AI company. Linked field to Companies table

OpenAI

The date when the funding round was closed (completed).

The current stage of the funding round process. Options include:

• Closed: Round has completed.
• Early discussions: Reports of tentative negotiations
• Late discussions: Reports of a firm intention among the company and investors, e.g. with a settled valuation and funding amount, but the round has not closed yet.

Late discussions

Equity funding raised for the company, in USD. Includes convertible notes (debt that can be converted to equity), but not conventional debt. If it is a secondary share sale, the field will be equal to 0.

100000000000.0

Debt funding raised for the company, in USD. Includes loans, credit facilities, and bonds, but excludes convertible notes (which are classified as equity funding).

The post-money valuation of the company, in USD, which includes the new money raised in a funding round.

Publication of the primary source.

2025-09-22

Link to the source of the funding information, preferably an official announcement.

https://openai.com/index/openai-nvidia-systems-partnership/

Additional source, if any.

https://fortune.com/2025/12/02/nvidia-openai-deal-not-signed-yet-100-billion-rally-colette-kress/

Additional source, if any.

https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-100b-123431494.html

Metadata documenting the reasoning and/or evidence for the funding figure. Often includes direct quotes from the source that contains the funding figure.

Likely cancelled/on hold per Nvidia statements: https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-100b-123431494.html

Nvidia has agreed to invest $100B in OpenAI as part of an AI data center deal. This will be phased in as each GW is deployed, so nothing is closed yet.

“Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure. To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on NVIDIA’s Vera Rubin platform.”

As of December 2025, deal has not been formally signed:

“Speaking Tuesday at the UBS Global Technology and AI Conference in Scottsdale, Nvidia EVP and CFO Colette Kress told investors that the much-hyped OpenAI partnership is still at the letter-of-intent stage.

“We still haven’t completed a definitive agreement,” Kress said when asked how much of the 10-gigawatt commitment is actually locked in.”

Type of funding. Options include:

• Primary - typical funding round where the company sells equity (shares) in exchange for money.
• Secondary - major sale of existing shares, such as employee shares. This does not lead to more funding for the company.
• Debt - Funding via borrowing money rather than selling equity.

Primary

Metadata describing our confidence in the recorded funding figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on credible but secondary sources such as news reports with insider sources.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Confident

Abbreviated note providing additional context for the graph tooltip.

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.

Short description of record

2016, 52

The AI company. Linked field to Companies table

OpenAI

The number of employees or staff.

52

The scope or category of employees included in Staff Count. Options include:

• Full company: count of full-time, permanent staff for the entire company
• Full AI division: count of full-time, permanent staff of the company’s primary AI division, where the company is not a “pure-play” AI company
• Division/role: staff count in one company division, or one type of role
• Contractors: part-time or non-permanent staff, e.g. data contractors

Full company

The specific division the staff count corresponds to, if applicable, further contextualizing the staff count if the Type is not Full company.

As-of date for the staff count information.

2016-12-31

Publication date of primary source.

2016-12-31

Link to primary source.

https://projects.propublica.org/nonprofits/organizations/810861541/201703459349300445/full

Additional source, if any.

https://www.nytimes.com/2018/04/19/technology/artificial-intelligence-salaries-openai.html

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: This can include reports from non-executive employees, or other evidence.

Company disclosure

Metadata documenting the reasoning and/or evidence for the staff count estimate. Often includes direct quotes from the source that contains the staff count information.

The OpenAI nonprofit’s 990 form for 2016 lists “Total number of individuals employed in calendar year 2016” as 52

NYT also repeats this claim, likely using the same source

Metadata describing our confidence in the recorded staff count figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Confident

Abbreviated note providing additional context for the graph tooltip.

Short description of record

ChatGPT 50M WAU

The AI company. Linked field to Companies table

OpenAI

The number of users for the company’s AI-related product(s)

50000000.0

The time period (Daily, Weekly, or Monthly) over which the reported active users metric is measured. Note that it is not possible to calculate e.g. daily active users from monthly active users or vice versa, while messages or tokens per period can be normalized into different time periods.

Weekly

Daily user-sent messages, queries, requests, etc. Can be normalized from a report of weekly or monthly messages.

Daily input and output tokens processed. Can be normalized from a report of weekly or monthly tokens.

The specific product or service, if any, that this usage report applies to. Includes subscription tier, if relevant.

ChatGPT

As-of date for the information in the report.

2023-03-25

Publication date of the primary source.

2025-09-14

Link to the primary source of the usage information.

https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf

Additional source, if any.

https://www.nber.org/papers/w34255

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: alternative sources such as credible third-party estimates.

Company disclosure

Metadata documenting the reasoning and/or evidence for the usage estimates. Often includes direct quotes from the source that contains the information.

From Figure 3, weekly active ChatGPT users on consumer plans (Free, Plus, Pro). Number extracted using plotdigitizer and rounded to the nearest 5M.

Metadata describing our confidence in the recorded figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Likely

Abbreviated note providing additional context for the graph tooltip.

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.

Short description of record

OpenAI 2022 compute + data

The AI company. Links to AI Companies table.

OpenAI

The category or type of spending being reported. Options include:

• Inference cloud compute: cloud compute spend for running models to serve users.
• R&D cloud compute: cloud compute spending for research, development, and model training.

R&D cloud compute,Inference cloud compute,Data

The time frame or reporting period to which the spending amount corresponds to.

Year

Link to the primary source of the information.

https://fortune.com/longform/chatgpt-openai-sam-altman-microsoft/

Additional source, if any.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: alternative sources such as third-party estimates.

Media report

Metadata documenting the reasoning and/or evidence for the reported compute spend. Often includes direct quotes from the source that contains the information.

OpenAI spend “416M on “computing and data”, out of ~500M in total spending.

“But it was projecting expenses of $416.45 million on computing and data, $89.31 million on staff, and $38.75 million in unspecified other operating expenses”

The as-of date of the reported figure. For annual spending, this uses the last date of the year.

2022-12-31

The date when the primary source was published.

2023-05-04

Metadata describing our confidence in the recorded figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Likely

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.