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OpenAI’s Annualized Revenue Doubles to $10 Billion Amid AI Boom

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OpenAI announced on Monday that its annualized revenue run rate surged to $10 billion as of June 2025, nearly doubling from about $5.5 billion in December 2024. This strong growth positions the company on track to meet its previously shared full-year revenue target of $12.7 billion.

The reported figure excludes licensing revenue from major backer Microsoft and large one-time deals, underscoring the core strength of OpenAI’s subscription and usage-based income from its AI models, including the widely popular ChatGPT.

Despite posting a loss of roughly $5 billion last year, OpenAI’s rapid revenue scale sets it well ahead of competitors. For comparison, Anthropic, another leading AI firm, recently surpassed $3 billion in annualized revenue fueled by demand from startups using its code-generation models.

OpenAI is also preparing for a major funding round of up to $40 billion led by SoftBank Group, valuing the company at $300 billion. Since launching ChatGPT over two years ago, OpenAI has expanded its offerings to include a variety of subscription plans for both consumers and businesses.

As of March 2025, OpenAI reported 500 million weekly active users, reflecting the broad and growing adoption of its artificial intelligence technology worldwide.

Only 8% of Italian Firms Use AI as Digital Skills Lag Behind EU Peers, Says ISTAT

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Italy remains significantly behind its European peers in the adoption of artificial intelligence (AI) and digital skills, according to the annual report released Wednesday by ISTAT, the country’s national statistics bureau.

Only 8% of Italian enterprises were using AI in 2023 — a far lower share than in other major EU economies. By comparison, nearly 20% of German businesses use AI tools, with higher adoption rates also recorded in France and Spain.

ISTAT’s findings point to a broader challenge for Italy: insufficient digital literacy among its population. In 2023, only 45.8% of Italians aged 16 to 74 possessed at least basic digital skills — well below the EU average of 55.5% and far from the bloc’s 2030 target of 80%. The figure drops even further to 36.1% in the Mezzogiorno, Italy’s economically disadvantaged southern regions, including Sicily and Sardinia.

Brain Drain and Economic Concerns

ISTAT also highlighted the ongoing “brain drain” affecting Italy’s younger population. In 2023 alone, 21,000 graduates aged 25–34 left the country, marking a 21.2% increase compared to the previous year. Over the past decade, Italy has experienced a net loss of 97,000 qualified young workers, exacerbating demographic and labor challenges.

This trend poses long-term risks to Italy’s innovation capacity and productivity, particularly as the country struggles with low growth and aging demographics.

Economic Forecast

Amid mounting external pressures, including U.S. trade tariffs, the government of Prime Minister Giorgia Meloni last month slashed its 2025 growth forecast from 1.2% to 0.6%. Preliminary data showed the Italian economy grew by 0.3% in the first quarter of 2025 compared to the previous quarter.

Outlook

Italy’s sluggish digital transformation threatens its competitiveness in a rapidly evolving EU market that is increasingly driven by AI integration, digital skills, and tech innovation. The report underscores an urgent need for targeted policies to:

  • Boost digital education,

  • Incentivize AI adoption among small and medium-sized enterprises,

  • Retain young talent by fostering innovation-friendly environments.

Without such reforms, Italy risks falling further behind in the digital economy of the future.

Kyndryl Beats Revenue Estimates on AI Demand Surge, Hits $1.2B Hyperscaler Milestone

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Kyndryl (KD.N) topped Wall Street revenue estimates in the fourth quarter, driven by strong demand from businesses integrating artificial intelligence, the company reported Wednesday. The former IBM infrastructure unit reported $3.80 billion in quarterly revenue, slightly above analyst expectations of $3.77 billion (LSEG), despite a modest year-over-year decline.

Crucially, Kyndryl surpassed its hyperscaler revenue target, recognizing $1.2 billion in fiscal 2025 revenue from companies leveraging services from major cloud providers—well above its $1 billion goal.

“We expanded our capabilities in cloud, modernization, applications, AI and security,” said CEO Martin Schroeter, highlighting AI integration as a core growth area.

Key Financial Highlights:

  • Q4 revenue: $3.80B (vs. $3.77B expected)

  • Q4 net income: $68M (vs. $45M loss YoY)

  • Fiscal 2026 adjusted pretax income forecast: ≥ $725M (up $243M YoY)

  • AI and cloud modernization seen as major revenue catalysts

While overall revenue dipped ~1%, this is partially attributed to Kyndryl’s ongoing restructuring of inherited no-margin IBM contracts, a strategic shift aimed at long-term profitability.

Market Context:

  • Kyndryl stock rose 66% in 2023 but is down over 3% YTD, amid broader macroeconomic volatility tied to U.S. trade policy shifts under President Trump.

  • The IT services sector is experiencing strong AI-fueled transformation, as businesses invest heavily in data architecture and cloud-based solutions.

The strong performance and confident outlook affirm Kyndryl’s position as a key player in helping enterprises modernize for the AI era.