OpenAI Due Diligence

Run due diligence on OpenAI: check incident history and compliance and get alerts when suppliers or ownership change.

United States · owned by OpenAI Foundation (United States) · openai.com · 36 vendors

OpenAI is an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.

Resilience scores

Disruption prediction

OpenAI: 2 critical incidents expected in the next three months, based on its recorded incident history.

Forecast estimates are rounded up to whole numbers.

No active incident reported (its status page, as of 2026-11-09 17:25 UTC)

21 of OpenAI's 36 vendors have incident tracking.

Technology vendors

Services catalogue

45 services in catalogue across 9 categories; runs on 36 sub-vendors.

Insights

Last updated 2026-07-18 · revision 25

36 direct vendors, 277 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

11 in-scope frameworks identified; showing 3.

US State AI Regulations — No public evidence

Evidence: https://openai.com/policies/, https://openai.com/trust-and-transparency/

CPRA — Evidence found

Evidence: https://openai.com/security-and-privacy/, https://openai.com/policies/privacy-policy/

COPPA — Evidence found

Evidence: https://openai.com/policies/privacy-policy/, https://openai.com/policies/

Financials

Three-year financials

Financial Resilience Score: 7/10

OpenAI demonstrates extraordinary revenue growth, scaling from ~$28M in 2022 to a reported $10-12B annualized run-rate by mid-2025, one of the fastest software company growth trajectories on record. The company benefits from strong market leadership in generative AI, a strategic Microsoft partnership including preferential Azure compute pricing and up to ~$13B in cumulative commitments, and ample funding runway with over $60B raised cumulatively through 2025 including a SoftBank-led round at a $300B valuation. However, financial resilience is tempered by significant unprofitability at scale, with a reported ~$5B operating loss in 2024 driven by ~$7B in annual compute spending and ~$1.5B in salaries. The company is entirely dependent on continued equity fundraising to fund operations, with no clear path to profitability disclosed. Governance instability, including the November 2023 board crisis and ongoing tension around the nonprofit-to-for-profit conversion, adds structural uncertainty. Competitive pressure from Google Gemini, Anthropic Claude, Meta Llama, xAI, and Chinese labs like DeepSeek is compressing pricing and eroding differentiation. Regulatory risks from the EU AI Act, US state-level laws, and copyright litigation (NYT v. OpenAI) could impose material costs. Overall, OpenAI has strong short-term resilience due to recent capital raises and revenue momentum, but long-term resilience depends on achieving operating leverage before capital markets tire of funding losses.

Key strengths: Market leadership in generative AI with ~500M weekly active ChatGPT users, Strategic Microsoft partnership with preferential Azure compute pricing, Revenue growth exceeding 100% YoY across multiple years, Over $60B in cumulative funding raised through 2025, Multiple monetization vectors: consumer subscriptions, API, enterprise, $300B valuation in SoftBank-led 2025 round, Strong brand and talent moat as leading AI lab

Risk factors: Unprofitability at scale with ~$5B operating loss in 2024, Extreme compute dependence (~$7B annual spend concentrated with Azure), Governance instability including November 2023 board crisis, Competitive pressure from Google, Anthropic, Meta, xAI, and Chinese labs, Regulatory risk from EU AI Act and copyright litigation, Customer concentration through Microsoft Azure OpenAI Service, Capped-profit structure complicating future fundraising, Rising cost of frontier training runs, Ongoing Elon Musk lawsuits

Revenue by geography

Revenue by product/service

Workforce by country

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