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OpenAI offers AI for chip design, touts cost advantage over open-source, CFO says
Sarah Friar said enterprise revenue rose 32% from June to July as OpenAI cut Luna prices 80% and tested outcome-based pricing.
- On Monday in San Francisco, Chief Financial Officer Sarah Friar announced OpenAI is targeting specialized industries and undercutting rivals on cost as the ChatGPT maker accelerates enterprise growth.
- Growing competition from Anthropic and Chinese open-source models prompted the shift, as Friar noted deploying OpenAI's Luna model is cheaper than running Chinese alternatives like GLM 5.3 on cloud layers.
- OpenAI recently cut Luna prices by 80 per cent, driving a roughly 10-fold usage increase. Enterprise revenue rose 32 per cent from June to July, outpacing 20 per cent overall growth, while Codex reached 25 million users.
- Enterprise and consumer businesses reached an even split by mid-year, meeting targets ahead of schedule. The ChatGPT maker is experimenting with pricing based on business outcomes rather than usage, addressing client demands for return on investment.
- Demonstrating its own technology, OpenAI used internal models to develop the Jalapeno chip, which was "taped out" within nine months. This marks internal validation of its systems for accelerating product development cycles.
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12 Articles
12 Articles
OpenAI targets industry-specific AI, takes on open-source rivals
San Francisco – OpenAI is pushing its AI into specialized industries and undercutting open-source rivals on cost, Chief Financial Officer Sarah Friar said on Monday, as the ChatGPT maker sees accelerating enterprise growth. Speaking at Goldman Sachs’ Communacopia + Technology Conference in San Francisco, Friar said OpenAI is focusing on sectors including chip design, life […]
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Total News Sources12
Leaning Left2Leaning Right2Center4Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 25%
C 50%
R 25%
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