OpenAI has squeezed better margins out of its paid products this year, as it races to maintain its pole position in artificial intelligence, according to a report in The Information.
The publication reported that the company improved its “compute margin,” an internal figure measuring the share of revenue after the costs of running models for paying users of its corporate and consumer products. As of October, OpenAI’s compute margins reached 70%, up from 52% at the end of 2024 and double the rate in January 2024, the publication said, citing a person familiar with the figures.
An OpenAI spokesperson said the company didn’t release the figures and declined to comment further.
The Information reported that OpenAI has better compute margins than Anthropic for paid accounts, but that Anthropic has better efficiency on server spending overall.
