OpenAI meets core targets despite ambitious stretch goals, driven by strong demand and compute limits.

OpenAI CFO Sarah Friar confirmed the company is meeting its core objectives, despite having more ambitious internal stretch goals. The company faces constraints from limited computing power rather than demand. OpenAI plans to expand revenue by introducing a cheaper, ad-supported subscription tier alongside its existing ChatGPT Plus service, aiming to monetize a broader user base. Revenue is projected to more than double to $30 billion in 2026 and reach $284 billion by 2030, with advertising expected to generate $2.5 billion this year and surge to $100 billion by decade's end.