OpenAI forecasts revenue topping $125B in 2029, The Information reports

For two years, ChatGPT has been OpenAI’s cash cow. But by the end of the decade, the company has told some potential and current investors it expects combined sales from agents and other new products to exceed its popular chatbot, lifting total sales to $125B in 2029 and $174B the next year, according to documents seen by The Information. The projections, which would propel the 10-year-old startup’s sales toward the level of Nvidia (NVDA) or Meta Platforms (META) today, reflect rapid revenue gains from agents, or AI software that can take actions on behalf of customers, as well as other new products, The Information’s Sri Muppidi reports. These include those tied to “free user monetization,” likely meaning money made from OpenAI’s nonpaying users.