OpenAI said Wednesday it now has more than 3 million paying business customers using its workplace offerings, up from 2 million in February. The figure includes ChatGPT Enterprise, Team, and Edu clients, according to the company. OpenAI's workplace-focused products have seen rapid adoption alongside rising usage of its consumer chatbot, with 400 million weekly active users reported earlier this year.
The company also launched two new enterprise capabilities: “connectors,” which let users pull data from third-party platforms like Google Drive, Dropbox, SharePoint, Box, and OneDrive directly into ChatGPT; and “record mode,” which enables transcription of audio meetings and automatic document generation using its Canvas tool.
OpenAI is projecting $12.7 billion in revenue this year, a person familiar with the company's financials told CNBC. That compares with prior expectations of $3.7 billion in revenue and a $5 billion annual loss disclosed by another source in September 2024.
Brad Lightcap, OpenAI's chief operating officer, said regulated industries such as financial services and healthcare are among the most active adopters. Corporate users now include Lowe's (LOW, Financials), Morgan Stanley (MS, Financials), and Uber (UBER, Financials).
Lightcap said OpenAI is signing up roughly nine new enterprise customers a week and expects that momentum to continue. He said companies are increasingly viewing tools like ChatGPT as core infrastructure for knowledge work. “It's got to be able to do tasks for you, and to do that, it's got to really have knowledge of everything going on around you and your work,” Lightcap told CNBC.
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