OpenAI reported its first $1 billion revenue month in July 2025, according to CFO Sarah Friar. Despite this milestone, Friar emphasized that the company is "constantly under compute," highlighting an ongoing challenge in securing sufficient GPU and compute resources to support its operations. To address this, OpenAI has launched initiatives such as Stargate and is undertaking larger-scale builds to expand its computing capacity. Friar also indicated that OpenAI may eventually offer AI infrastructure services by selling access to its AI-optimized data centers and physical infrastructure, drawing a parallel to Amazon's AWS model. However, the current priority remains on increasing compute capacity to meet demand.