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900M Users, $10B Revenue: Generative AI Is Now Infrastructure

ChatGPT doubled to 900M weekly users in 12 months while OpenAI hit $10B ARR. With 80% of enterprises increasing gen AI investment and zero decreasing, generative AI has graduated from experiment to infrastructure.

By AI Statistics Center · December 12, 2025

Key Data Points

900M

weekly active users on ChatGPT — doubled in 12 months

$10B

annualised recurring revenue for OpenAI as of mid-2025

80%

of enterprises increased gen AI investment since 2023

ChatGPT reached 900 million weekly active users as of February 2026 — more than double the 400 million reported a year earlier. India alone accounts for 100 million weekly users. This isn't niche technology adoption; it's mass consumer behaviour change happening in real time.

The revenue side confirms this is sustainable, not hype. DemandSage reports OpenAI hit $10 billion in annualised recurring revenue by June 2025, spanning consumer subscriptions, business editions, and API access. A $10B ARR company growing at this rate isn't an experiment — it's infrastructure.

Enterprise commitment is equally decisive. Capgemini's research across 1,100 executives at $1B+ revenue companies found 80% increased their generative AI investment since 2023, with zero respondents decreasing investment. The share that integrated gen AI into some or most locations quadrupled from 6% to 24% in just 12 months.

The era of gen AI bans is over — only 3% of organisations still enforce a complete ban on public gen AI tools. The rest have moved from prohibition to governance, building guardrails rather than blocking access. The question has shifted from 'should we use gen AI?' to 'how do we govern it?'

This insight is based on verified statistics from our statistics library. All data points are sourced from leading research firms.

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