💵 OpenAI Hits $1B Monthly Revenue — But Here’s the Catch

[AIcash]

OpenAI just confirmed it’s now pulling in over $1 billion per month in revenue.
But behind the headline number, the company admits it’s still under heavy financial pressure. Why? Compute costs. ️

The Numbers

CFO Sarah Friar told CNBC the company crossed the $1B/month mark.

That aligns with The Information’s July 2025 leak.

Despite the growth, server + GPU bills keep climbing at breakneck speed.

️ The Cost of AI

Sam Altman has warned: future AI data centers could cost “trillions of dollars” to build.
His bet? Demand for training + inference will keep skyrocketing, making those insane investments worthwhile.

Bubble or Next Dot-Com?

Even Altman admits the AI boom feels like a bubble moment.

Some players will lose fortunes

But others will strike gold

It’s the same pattern we saw during the early 2000s dot-com era.

Why This Matters for You

Traders: OpenAI’s growth = bullish sentiment for the AI sector. Expect ripple effects in AI-linked equities and tokens.

Builders & Freelancers: Demand for AI tools, integrations, and infra support isn’t slowing. If you can cut costs or improve efficiency—you’re in business.

Investors: Watch how compute costs vs. revenue balance out. Profitability (not hype) will separate winners from losers.

Question to the room: Do you see this as a dot-com style bubble ready to pop… or the foundation of the next trillion-dollar wave?

[Nahid10]

This honestly screams dot-com vibes to me. Yes, $1B/month in revenue is insane, but when your GPU + energy bill eats half the pie, it’s not a sustainable victory lap. We’ve seen this before: early internet companies grew like crazy but couldn’t balance infra costs vs. profitability, and 90% went bust. The AI boom feels eerily similar — too many players chasing hype, very few with a real moat or cost advantage. Unless breakthroughs in efficiency (optical chips, better model compression, decentralized compute) happen soon, the economics just don’t add up. For traders, that means plenty of short-term pumps but a brutal shakeout in the next 2–3 years.

[kelson10]

I get the bubble warnings, but this feels more like early Amazon than Pets.com. Sure, compute costs are heavy — but that’s exactly why the moat is so strong. Very few companies can even afford to play at OpenAI’s scale. Hitting $1B/month means real demand exists, not just hype. And Altman’s “trillions for data centers” comment sounds wild now, but so did “everyone will be buying books online” in 1999. AI is already embedding itself into finance, healthcare, logistics, creative work — this isn’t a fad. Long term, the players who survive the cost wars could literally define the next trillion-dollar wave of infrastructure. As an investor, I’d rather hold through the volatility than risk missing that paradigm shift.