Axios, citing people familiar with the matter, reports OpenAI's enterprise sales have more than doubled since July and its ARR run-rate has risen over 70% since the start of Q3 to about $70 bln. B2B revenue is up more than 100%.
On the consumer side, OpenAI's Q3 incremental revenue exceeded its total incremental revenue for all of 2025.
Axios says details on OpenAI's spending were not available.
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