OpenAI Annualized Recurring Revenue Nears $70 Billion
OpenAI's annualized recurring revenue is approaching $70 billion, up from more than $40 billion reported in August, Reuters reports.
Enterprise sales have more than doubled since July. The annualized revenue run rate has risen by more than 70% since the third quarter began, while consumer revenue during the quarter exceeded the total for all of 2025.
An annualized revenue run rate can be calculated by multiplying one month of revenue by 12, so it does not represent revenue already recorded for a full year.
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Whitepaper
Tensordyne Napier: What If One Rack Could Do the Work of Nine?
Tensordyne
This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.
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