On January 20th, OpenAI CFO Sarah Friar stated in a blog post that the company’s annualized revenue in 2025 has exceeded $20 billion, achieving leapfrog growth from $6 billion in 2024, with growth rate far exceeding market expectations. Behind the explosive revenue growth is the rapid expansion of computing power scale, which increased from 0.6 gigawatts in 2024 to 1.9 gigawatts in 2025, and user activity continues to hit new highs.

As a leader in the AI industry, OpenAI’s performance confirms the authenticity of the global AI investment boom, echoing the IMF report’s judgment that “AI drives growth in information technology investment.” The company also disclosed plans to launch its first hardware device in 2026, further improving its “software + hardware” ecological layout, which is expected to reshape the competitive landscape of the AI industry chain.

Affected by this news, global AI computing power and semiconductor sectors were boosted. U.S. AI leaders remained resilient amid market fluctuations, and China’s A-share semiconductor sector rose 3.77% this week. Institutions predict that with the accelerated launch of AI hardware, upstream links such as computing power chips and storage devices will enter a performance realization period, becoming the core main line of the technology sector.