Stock Markets February 9, 2026

OpenAI Says ChatGPT Growth Rebounded Above 10% Monthly as Company Prepares Updated Chat Model

Sam Altman reports renewed user growth and gains in coding product usage while the company tests new models and ad-based monetization

By Marcus Reed
OpenAI Says ChatGPT Growth Rebounded Above 10% Monthly as Company Prepares Updated Chat Model

OpenAI's CEO told employees that ChatGPT returned to more than 10% month-over-month growth and that the company will roll out an updated chat model this week. The firm, which reports over 800 million weekly active users, also flagged rapid week-over-week growth in its coding product and recently introduced a new Codex model. OpenAI is testing ads for some U.S. users as it seeks revenue to offset development costs. Competition from other AI developers and the verification status of the internal report remain open issues.

Key Points

  • ChatGPT reported to be growing at over 10% month-over-month and the platform has more than 800 million weekly active users - impacts consumer AI engagement and broader software markets.
  • OpenAI plans to release an updated chat model this week and recently launched GPT-5.3-Codex, while Codex usage jumped about 50% week-over-week - relevant to developer tools and enterprise software adoption.
  • OpenAI will begin showing ads to some U.S. ChatGPT users to generate revenue to help fund development costs - impacts digital advertising and monetization strategies in tech.

OpenAI's leadership advised staff that ChatGPT has resumed growth at a rate exceeding 10% per month, according to an internal message circulated within the company. The chatbot service is reported to have more than 800 million weekly active users, and the company is preparing to release "an updated Chat model" during the coming week, according to that internal communication.

OpenAI did not immediately respond to requests for comment. The report could not be independently verified.

The announcement arrives amid an intensifying contest among AI developers for users and commercial opportunities. Established and emerging AI companies are increasing efforts to attract customers and expand market share. One competitor's consumer-facing app recorded more than 750 million monthly active users at the end of the December quarter, highlighting the scale of user engagement across the sector.

Anthropic has been characterized within industry commentary as a disruptive force in the software industry, particularly as software developers have adopted its AI tools for coding tasks. Anthropic is also pursuing business contracts for workplace automation with products such as Claude Cowork, which executes computer tasks intended to assist white-collar employees.

Internally, OpenAI's CEO also said the company's coding product, Codex, experienced roughly 50% growth compared with the prior week. Codex is positioned in direct competition with Anthropic's programming tool, Claude Code. In a separate product update, OpenAI launched a new coding model last week called GPT-5.3-Codex.

To support ongoing development costs, OpenAI plans to begin showing advertisements in ChatGPT to a subset of U.S. users as part of broader revenue-generation efforts. The company frames this step as a means to help fund the substantial expenses associated with building and maintaining advanced AI systems.


Context and implications

  • The reported rebound in monthly growth and the introduction of an updated chat model indicate a renewed push to sustain user engagement.
  • Rapid week-over-week expansion of the Codex coding product underscores competition in developer tools and enterprise AI offerings.
  • Ad testing in ChatGPT signals a material shift toward monetization strategies to offset high development costs.

Risks

  • The internal report could not be independently verified and OpenAI did not immediately provide comment - introduces uncertainty about the timing and scale of the reported metrics, affecting investor and partner assessments.
  • Intensifying competition from other AI firms, including rivals gaining substantial user bases and targeting developer and enterprise customers, may pressure market share and pricing in software and cloud services.
  • Reliance on advertising as a revenue source introduces execution risk for monetization efforts and may affect user experience and adoption in certain segments of the market.

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