ChainThink reports that, on July 30, according to CNBC, OpenAI's Chief Financial Officer, Sarah Friar, revealed at an internal employee meeting on July 29 that the company's annualized recurring revenue for July has already surpassed the total for the entire second quarter, noting that the second quarter performance was already outstanding.
The report states that this round of growth was primarily driven by the release of the GPT-5.6 series models, the launch of the enterprise-grade AI agent product ChatGPT Work, and the rapid adoption of the AI programming tool Codex.
OpenAI continues to face competitive pressure from Anthropic and Chinese open-source models. Anthropic has previously disclosed that its annualized revenue has exceeded $47 billion, and its valuation surpassed OpenAI earlier this year.
Taylor acknowledged that OpenAI was once playing catch-up in the programming market, but remains optimistic about Codex's growth.
Reports indicate that both OpenAI and Anthropic have secretly submitted IPO applications to the SEC, with no specific listing date announced;
OpenAI is currently valued at approximately $852 billion and is in discussions with NVIDIA for up to $250 billion in funding to lease a large AI data center in Ohio.