OpenAI projects a threefold increase in revenue to $12.7 billion in 2025, despite growing competition from Chinese companies, such as DeepSeek. The company expects revenue to climb to $29.4 billion by 2026. Most income stems from paid AI subscriptions.

A $40 billion funding round led by SoftBank is in progress, valuing OpenAI at up to $300 billion. The firm aims to transition from a nonprofit to a for-profit model. They forecast being cash-flow positive in 2029, with revenue surpassing $125 billion.

Chinese firms like Baidu and DeepSeek are launching competitive AI models. While OpenAI plans to release GPT-4.5 and GPT-5 shortly, market pressure from cost-efficient Chinese models is evident.