Enterprise AI now represents more than 40% of OpenAI's total revenue, with projections to match consumer revenue by the end of 2026. The company reported annualized revenue of $25 billion in February. OpenAI Chief Revenue Officer Denise Dresser highlighted a rapid industry-wide conviction in this technology. Companies are moving beyond basic AI tasks to deploy "teams of agents." These AI systems coordinate, maintain context, and act within business tools autonomously. This marks a shift from "should we use AI?" to "how many agents should we run?"
OpenAI's enterprise agent platform aims to build a user base beyond retail consumers. Its AI coding agent, Codex, has surpassed 3 million users. Paying business users reached 9 million in February. Weekly active users across all OpenAI products hit 910 million.
The company also launched ChatGPT Agent, capable of tasks like trip planning, hotel booking, and competitor research without human intervention. Dresser emphasizes the need for a simple integration path for companies, allowing agents to operate as teammates without extensive restructuring.
OpenAI has appointed Peter Steinberger, founder of OpenClaw, to lead its personal AI agents initiative. CEO Sam Altman views multi-agent systems as central to OpenAI's future product phase. The company anticipates IPO allocation for retail investors and projects $85 billion in revenue by 2030, contingent on agents becoming the default business interface for AI.