OpenAI’s About $40 Billion Revenue Run Rate Highlights AI Pricing Divide

OpenAI’s about $40 billion annualized revenue pace in July 2026 underscores how far AI sales have scaled, while Codex billing keeps charges tied to model use rather than customer outcomes. OpenAI Chief Financial Officer Sarah Friar put the company’s annualized revenue pace at about $40 billion in July. She said enterprise subscriptions and API sales accounted for more than half. Business spending on OpenAI’s API then grew 82% from the second quarter to the third quarter. The pricing question sits alongside measurable progress in AI tasks. GPT-5.5 matched or surpassed industry experts on 84.9% of 44 GDPval professional tasks.