OpenAI estimates 2026 to be the year of practical adoption and that CFO Sarah Friar records an explosive growth that can be directly equated to a rise of revenue as a direct result of the huge gains in computational gains.
The compute capacity has grown 9.5 times between 0.2 GW in 2023 and 1.9 GW in 2025, which is a tenfold growth over the year in revenue upsurge by a factor of 10 that is reflected in 2023 to 2025.
CFO Sarah Friar said.
“This is never-before-seen growth at such a scale”and we firmly believe that more compute in these periods would have led to faster customer adoption and monetization.”
Compute Wars Heat Up
Instead of a single provider, OpenAI made a shift to a diversity of the ecosystem and now has made a deal with Nvidia to purchase $100 billion power or 10 GW, which is enough to provide eight million houses in the United States.
However, Nvidia stated that no significant contract should come, as of November 2025, which confirms that growth is not linear and that it needs multi-year commitment, as stated by Friar.
Monetization Gets Real
The initial trial of advertising on the U.S. ChatGPT user base is an indication of nascent revenue streams, which may be followed by an initial public offering.
Among the sectors that Friar focuses on are health, science, and enterprise, bringing better results.
The high stakes domain automation made possible by optimized inference efficiency together with agent processes puts OpenAI in the position to automate the high stakes domains.
The executive claims that OpenAI is attempting to increase the size of its data center infrastructure while also improving its cost-effectiveness.
According to Friar, the business has reduced its inference costs to less than $1 per million tokens.
OpenAI did this in part by combining various data center hardware types. Friar said
“When capability matters most, we train frontier models on premium hardware. When efficiency is more important than raw scale, we serve high-volume workloads on less expensive infrastructure.”
Bold Outlook Ahead
According to the reports, the 250 GW of compute capacity is to be achieved by the year 2033 by the CEO, Sam Altman.
The critics also doubt this idea of such data-center expansion, but according to the statistics presented by Friar, there is a correlation between the revenue and compute meaning that it can be expected to grow by 100% plus, year after year, as long as there will be sufficient power supply.