ChatGPT Hits 900 Million Weekly Active Users as OpenAI Closes $110 Billion Funding Round

OpenAI announced Friday that ChatGPT now has more than 900 million weekly active users, a jump of 100 million from the 800 million the company reported in October 2025, as it simultaneously closed one of the largest private funding rounds in history.

The user figure arrived alongside the announcement of a $110 billion investment at a $730 billion pre-money valuation. The round includes $50 billion from Amazon, $30 billion from Nvidia, and $30 billion from SoftBank. OpenAI said the round remains open, with additional financial investors expected to join.

From Chatbot to Platform

Beyond raw user counts, OpenAI used the announcement to signal a shift in how the company sees itself. The company now reports more than 50 million consumer subscribers, with January and February 2026 on track to be the largest months for new subscriber additions in its history.

Business adoption is accelerating as well. The platform now serves over 9 million enterprise customers, while Codex adoption among developers has accelerated sharply — hitting 1.6 million weekly users, a threefold increase since early 2026. That growth in developer engagement is notable: Codex is positioned as a way for companies to automate software development that previously required dedicated engineering teams.

“We are entering a new phase where frontier AI moves from research into daily use at global scale,” OpenAI wrote in its announcement. “Leadership will be defined by who can scale infrastructure fast enough to meet demand.”

The Amazon and Nvidia Deals

The capital infusion comes packaged with strategic infrastructure commitments that may matter more long-term than the headline valuation.

The Amazon investment comprises an immediate $15 billion commitment, with an additional $35 billion tranche subject to undisclosed performance milestones — comes with an exclusive distribution arrangement. Under the deal, Amazon secures distribution rights to Frontier — OpenAI’s platform for building and managing teams of AI agents — as the company’s exclusive third-party cloud partner. OpenAI has also committed to consuming approximately 2 gigawatts of Amazon’s Trainium compute capacity.

The Nvidia deal adds 3 gigawatts of dedicated inference capacity and 2 gigawatts of training on Vera Rubin systems, stacking on top of existing Hopper and Blackwell deployments across Microsoft, Oracle Cloud, and CoreWeave. Together, the two infrastructure agreements give OpenAI a committed compute base at a scale that would be difficult for most competitors to match quickly.

The OpenAI Foundation’s stake in OpenAI Group now sits at over $180 billion under the new valuation, which the company said would expand the nonprofit’s capacity to fund work in health breakthroughs and AI resilience.

What to Watch

The 900 million weekly active user number lands as OpenAI faces pressure on multiple fronts — regulatory scrutiny, an ongoing lawsuit from Elon Musk, and the fallout from its Pentagon deal, which has drawn public criticism from Anthropic. The funding round helps insulate the company financially, but the user growth figure may be the sharper competitive signal: India alone now accounts for 100 million of those weekly users, making it OpenAI’s second-largest market.

The company is also working to expand ChatGPT’s surface area in ways that keep users inside its ecosystem. ChatGPT Health targets the medical space, the ChatGPT App Store opened for third-party submissions in December, and enterprise deployment through Frontier is now the center of its B2B pitch. Whether those moves can hold ground against competitors closing the traffic gap is the question the next set of usage numbers will need to answer.

The bigger test for OpenAI is whether the infrastructure it is now locking in through Cerebras, Amazon, and Nvidia — including 750 megawatts of dedicated low-latency compute through Cerebras alone — translates into a durable speed and cost advantage — or simply validates that building at this scale requires the kind of capital most organizations cannot raise.