18 August 2026
OpenAI's enterprise revenue overtakes consumer business as it tests activity tracker
- OpenAI's business-focused revenue now exceeds consumer revenue for the first time, reaching $40 billion annualized.
- The company is testing Computer History on its macOS app, which logs user clicks and keystrokes to help AI assistants understand context without screenshots.
- Computer History is opt-in with user controls to exclude apps, delete entries, and automatically ignore private browsing data.
- Enterprise customers grew 32 percent in July while shifting spending focus from unlimited AI use toward getting measurable results per dollar spent.
How it was covered
AI BreakfastIndependent editors
OpenAI announced that enterprise sales officially passed consumer revenue with annualized revenue reaching 40 billion dollars after a 20 percent July spike, as corporate buyers jumped 32 percent to two million users. The company is testing an opt-in Computer History feature for its macOS app that logs clicks, keystrokes, and active apps to give AI agents better context without taking screenshots.