OpenAI reported its first $1 billion revenue month in July 2025, reflecting rapid growth driven by surging demand for GPUs and compute power. CFO Sarah Friar emphasized that the company is "constantly under compute," highlighting the voracious need for computing resources to support its AI development. To address this challenge, OpenAI launched the Stargate project and is undertaking larger-scale infrastructure builds. Chief Product Officer Kevin Weil noted that GPU usage is maxed out at all times, regardless of additions, underscoring the critical nature of these infrastructure initiatives. OpenAI is also developing its own chips and employing AI to enhance chip design and layout, aiming to improve performance iteratively. The company plans to invest over $500 billion in new infrastructure, described by Weil as creating "computronium covering the planet" to meet demand. Industry observers note that the AI compute race is intensifying, with implications for sectors including defense, education, and space. The broader market is witnessing a trillion-dollar GPU arms race as AI capabilities advance toward artificial general intelligence (AGI).