OpenAI Enterprise Hits 40% Revenue, Eyes 2026 Parity

OpenAI’s new enterprise chief just wrapped a 90-day customer tour, and the takeaway is clear: companies are ready to go all-in on AI. Enterprise revenue has surged to over 40% of total, on track to match consumer revenue by 2026. Codex now hits 3 million weekly active users, and APIs process 15 billion tokens per minute. Big names like Goldman Sachs, Philips, and State Farm are signing on. Customers are done with point solutions that create chaos. They want a unified AI operating layer for their business, not just individual copilots. OpenAI’s answer: Frontier as the underlying intelligence layer governing all company agents, plus a superapp for employee workflows. The real challenge now is closing the capability overhang — AI can already do more than most organizations use it for. Why it matters: We’re past the AI experimentation phase; the winners will be companies that embed frontier intelligence as core infrastructure, not just a fancy chatbot.