Citing Jinse, internal financial data shows OpenAI's compute profit margin for paid users has increased from around 35% in January 2024 to approximately 70% in October 2025. In contrast, competitor Anthropic reported a compute profit margin of about -90% in 2024 and is projected to reach 53% by year-end 2025, with an optimistic forecast of 68% in 2026.
OpenAI's AI Profit Margin Rises to 70% in October, Surpassing Competitors
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Summary
What is OpenAI's latest financial performance? Internal data shows its compute profit margin for paid users rose from 35% in January 2024 to 70% in October 2025. In crypto-related AI services, this outpaces Anthropic, which had a -90% margin in 2024 and expects 53% by year-end 2025. The 2026 forecast for Anthropic is 68%.
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