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NYSE:INST 31 July 2025

OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI’s financial might was on full display this week, as The Information reported the ChatGPT creator doubled its revenue in the first seven months of 2025 – reaching a staggering $12 billion annualized run rate reuters.com business-standard.com. This implies OpenAI is now pulling in about $1 billion per month on the back of surging demand for ChatGPT and new enterprise deals. The company’s user base has exploded to an estimated 700 million weekly active users across consumer and business products reuters.com business-standard.com – an unprecedented scale for an AI platform. Such rapid growth is fueling aggressive expansion: OpenAI reportedly raised its 2025 cash burn forecast to $8 billion to support heavy R&D and infrastructure investments reuters.com business-standard.com.
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#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
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Constellation Energy

NASDAQ: CEG 94 / 100
#3 BUY ON PULLBACK

Cheniere Energy

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Walt Disney

NYSE: DIS 90 / 100
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AIG

NYSE: AIG 88 / 100
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