On February 4, 2025, OpenAI CEO Sam Altman announced a partnership with South Korea’s Kakao Corp. to integrate ChatGPT into its new AI service. This collaboration reflects OpenAI’s significant role in the competitive global AI market. Currently, OpenAI generates approximately $13 billion in annual revenue, with 70% from its subscription service, predominantly for ChatGPT, which boasts 800 million users, yet only 5% are paying subscribers. Despite its revenue success, OpenAI plans to invest over $1 trillion in the next decade, securing extensive computing capacity contracts with industry giants like Oracle and Nvidia. To manage costs, OpenAI is diversifying its offerings, including government contracts and consumer hardware through its Stargate data center. As many leading U.S. companies rely on OpenAI, any misstep could have far-reaching effects on the broader U.S. market. This strategic move exemplifies OpenAI’s commitment to innovation in the evolving AI landscape.
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