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OpenAI revenue run rate nears $70B

Axios 30 September 2026, 09:30 ● Covered by 7 sources

OpenAI’s annual recurring revenue/run rate is reported by Axios to be approaching $70B. The single most concrete detail is that figure, nearing $70B. This indicates OpenAI’s AI business is generating at that scale, though the article provides no specific change in product or policy beyond the reported run rate.

Why it matters

In “Around the Horn,” Axios reports OpenAI’s annual recurring revenue/run rate is nearing $70B. The newsletter flags it as one of the key AI-business updates from the day.

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TLDRocket 30 September 2026

Google kicked off the day with Gemini 4 Argon, calling it its flagship model while making it hard to get. The staged rollout is priced at $2 per million input tokens and $10 per million output tokens for an early window, then climbs to $4 and $20. Access starts with Google’s Fairwind Program for “trusted cyber defenders,” with a higher 1M-token output limit and guardrails baked in—an attempt to turn frontier capabilities into something operational before the broader public comes calling. Even when the model looks strong on knowledge-work benchmarks, reports say it’s weaker in some coding and cybersecurity measures, which helps explain the careful throttling.

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OpenAI revenue run rate nears $70B

Why it matters

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Every AI story that matters, in your inbox by 8am.

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