OpenAI just flipped the script 💼
Enterprise revenue > Consumer ChatGPT revenue now
Annualized run rate: $40B
This is the pivot everyone missed. While retail was playing with chatbots, B2B quietly became the cash cow. Enterprise deals = sticky revenue, higher margins, less churn.
Bullish for AI infrastructure plays. If you're not watching $NVDA and AI compute tokens, you're sleeping on the real alpha here.
Enterprise revenue > Consumer ChatGPT revenue now
Annualized run rate: $40B
This is the pivot everyone missed. While retail was playing with chatbots, B2B quietly became the cash cow. Enterprise deals = sticky revenue, higher margins, less churn.
Bullish for AI infrastructure plays. If you're not watching $NVDA and AI compute tokens, you're sleeping on the real alpha here.