Sarah Friar, CFO of OpenAI, appears connected CNBC's Squawk Box connected August 20, 2025.
CNBC
OpenAI volition marque 2026 its twelvemonth of "practical adoption," the artificial quality startup's concern main said successful a blog Sunday.
"The precedence is closing the spread betwixt what AI present makes imaginable and however people, companies, and countries are utilizing it time to day," OpenAI CFO Sarah Friar wrote. "The accidental is ample and immediate, particularly successful health, science, and enterprise, wherever amended quality translates straight into amended outcomes."
In the blog, Friar laid retired however OpenAI views its strategy for driving monetization of its services, similar ChatGPT, portion securing the compute indispensable to powerfulness those products, saying that the AI lab's gross straight tracks with the availability of its method infrastructure. OpenAI's compute grew from 0.2 gigawatts successful 2023 to astir 1.9 GW successful 2025, portion the company's yearly gross tally complaint grew likewise from $2 cardinal successful 2023 to much than $20 cardinal past year, Friar said.
"This is never-before-seen maturation astatine specified scale," she wrote. "And we firmly judge that much compute successful these periods would person led to faster lawsuit adoption and monetization."
Friar's blog comes arsenic OpenAI and the tech industry's absorption connected AI comes nether scrutiny for the monolithic investments indispensable to physique retired the information centers and unafraid the vigor and components required to powerfulness this cutting-edge exertion that has yet to present overmuch gross returns for investors.
Among those cardinal deals is an statement betwixt OpenAI and AI chipmaker Nvidia announced successful September. Under that agreement, Nvidia said it would perpetrate $100 cardinal to enactment the AI startup arsenic it builds and deploys astatine slightest 10 GW of Nvidia's systems.
A gigawatt is simply a measurement of power, and 10 GW is astir equivalent to the yearly powerfulness depletion of 8 cardinal U.S. households, according to a CNBC investigation of information from the Energy Information Administration.
But successful November, Nvidia told investors determination was "no assurance" that its statement with OpenAI would advancement beyond an announcement and to an authoritative declaration stage.
"Securing world-class compute requires commitments made years successful advance, and maturation does not determination successful a perfectly creaseless line," wrote Friar, adding that the strategy requires discipline.
Three years ago, OpenAI relied connected a azygous compute provider, but present it works with a diversified ecosystem, Friar said.
"We tin plan, finance, and deploy capableness with assurance successful a marketplace wherever entree to compute defines who tin scale," she wrote.
OpenAI's concern exemplary should standard with its services, Friar said.
"As quality moves into technological research, cause discovery, vigor systems, and fiscal modeling, caller economical models volition emerge," she wrote.
The blog comes aft OpenAI past week said that it planned to statesman investigating ads for immoderate ChatGPT users successful the U.S. That determination comes arsenic OpenAI gears up for a imaginable public debut this year.
"Monetization should consciousness autochthonal to the experience," Friar wrote. "If it does not adhd value, it does not belong."
English (US) ·