OpenAI ARR nears $70B, enterprise sales double since July

OpenAI's annualized revenue run rate has reached nearly $70 billion, with enterprise revenue more than doubling since July, signaling a shift in enterprise AI adoption away from Anthropic. The company's consumer revenue growth in Q3 alone exceeded all of 2025, indicating accelerating monetization across segments. This rapid growth underscores OpenAI's strengthening competitive position in the AI market, though the sustainability of this pace remains uncertain.