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The Markets
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Tech

OpenAI is reaching a "pivotal moment" says analyst

OpenAI’s DevDay 2025 showcase marked a pivotal moment in the company’s evolution as it expands from a research-led organisation into a provider of business-critical AI infrastructure, that's according to analysts at Citi.

In a note, the bank highlighted that OpenAI is positioning itself at the centre of a growing ecosystem spanning developer tools, enterprise automation, and creative software.

OpenAI revealed API throughput of six billion tokens per minute for its AI tools, and said that its ChatGPT platform now supports 800 million weekly users, up 14% from the 700 million disclosed in August. These figures imply an annualised growth rate of 123%, Citi noted.

In particular, Citi highlighted that usage of Codex, OpenAI’s coding assistant, has risen tenfold since August, with the platform processing forty trillion tokens in just three weeks. The data underlines the rapid adoption of OpenAI’s tools by developers globally, the broker added.

Citi described OpenAI as a key enabler of the next phase of software development and enterprise automation.

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