OpenAI

In its quarterly filing on 28 October 2026, Microsoft disclosed that it generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended 30 September. TechCrunch reports this is nearly 11% of Microsoft's total quarterly revenue of $92.3 billion.

Source: TechCrunch

The Information reported on 2026-10-24 that OpenAI gave Replit more than 30% off to win a contract worth over $100 million a year, after Anthropic declined to extend Replit's prior discount without a higher spending commitment. Replit has moved most of its AI spend from Anthropic to OpenAI, following CEO Amjad Masad's 2026-10-16 remark at TechCrunch Disrupt that it no longer works with Anthropic. It is the first disclosed value for Replit's model-supply switch and puts a nine-figure annual supplier commitment, at a discount, at the core of its cost base.

Source: The Information

On 2026-10-21 OpenAI said it is expanding ChatGPT Ads to 26 additional countries, including Argentina, Chile, Colombia, Peru, Nigeria, South Africa, Ukraine, Bangladesh and Pakistan, bringing availability to 89 countries. It also said more than 100,000 advertisers have run campaigns since ads launched just over eight months earlier. CNBC reports that the ad business reached a $1 billion annualized revenue run rate in August. The expansion opens new revenue geographies for OpenAI's advertising line and discloses a new advertiser metric.

Source: OpenAI

OpenAI has told investors it expects annualized revenue to reach or exceed $70 billion by the end of 2026, driven largely by its enterprise business, Bloomberg reported on 9 October 2026, citing people familiar with the matter. Quartz, citing Bloomberg, says annualized revenue stood at about $50 billion at end-September and that the figures were shared in discussions around a new fundraising effort. The year-end guidance resets OpenAI's growth trajectory a day after the FT reported a ~$20 billion gap against figures previously signalled to investors.

Source: Bloomberg

On 8 October 2026 the Financial Times reported, citing financial documents shared with investors, that OpenAI's annualised revenue is about $20bn less than previously signalled. Yahoo Finance, summarising the FT, said annualized revenue was roughly $50 billion as of September, against the $70 billion figure previously circulated, which investors had derived from an earlier $40 billion estimate and a reported 70% growth rate; the Nasdaq fell more than 300 points after the report. The report undercuts the run-rate behind the stored ~$70B ARR signal and OpenAI's recent valuation.

Source: Financial Times

On 2026-10-07 Anthropic released Claude Haiku 5.5, the third model in its Claude 5.5 family, at $0.10 per million input tokens and $0.50 per million output tokens for requests below 100,000 tokens, a 90% cut versus Haiku 4.5 that matches OpenAI's GPT-6 Luna, according to VentureBeat. Above 100,000 tokens the price is $0.50/$2.50, a 50% reduction, and Anthropic estimates workloads cost about 75% less than on Haiku 4.5; Reuters framed the launch as expanding its lineup before the planned IPO. It completes Anthropic's 5.5 generation and sharpens price competition with OpenAI in high-volume small-model API workloads weeks before its listing.

Source: Reuters

SoftBank said it executed the third and final $10B tranche of its $30B follow-on investment in OpenAI through Vision Fund 2 on Oct 1, 2026 (Japan time), funded with proceeds of its $11.1B senior notes sale. Reuters reports SoftBank's cumulative investment in OpenAI is now $64.6B for a 13% stake, and The Information reports Nvidia and SoftBank together made a final $20B investment in the round, which secured $122B of commitments at an $852B valuation. The money has now moved, completing the funding of OpenAI's last round.

Source: Reuters (via AOL)

At DevDay in San Francisco on 29 September 2026, OpenAI launched Dots, always-on personal agents positioned against Meta's Muse. It also launched ChatGPT Space, a shared workspace for documents, spreadsheets and slides, and a new $500-a-month ChatGPT Pro plan; Dots is initially limited to Pro, Business Premium and Enterprise subscribers. The launches push OpenAI into agent products and productivity suites and add a higher price tier to its consumer and enterprise monetisation.

Source: OpenAI