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How Five Public Companies Connect to the ChatGPT Maker This Earnings Season

  • OpenAI launched Businesses in ChatGPT in beta to allow companies to claim profiles & view engagement insights on its platform used by 1.2 billion weekly users.
  • The S&P 500 closed down 0.38% at 7,520.93, while the Nasdaq Composite fell 0.74% on November 11, 2026.
  • OpenAI reported $2 billion in monthly revenue & an $852 billion valuation following a $122 billion funding round in March 2026, and submitted a confidential S-1 in June 2026.
  • On October 26, 2026, OpenAI introduced GPT-6.1 Terra with API pricing 50% lower than GPT-5.6 Terra & GPT-6.1 Sol.
  • OpenAI launched the Grid Protectors Program on November 2, 2026, committing to cover full infrastructure & electric costs for its Effingham County, Georgia campus.
  • Microsoft remains OpenAI's primary cloud partner & major shareholder, reporting $92.3 billion in Q1 fiscal 2027 revenue (up 19%) & a $207 million net gain from OpenAI investments.
  • WEC Energy Group noted Vantage Data Centers is building a campus for OpenAI's Stargate expansion in Port Washington, forecasting 1.3 GW of demand through 2031.
  • Arista Networks reported 58.5% year-over-year revenue growth to $3.66 billion in Q3 2026, citing collaboration with OpenAI on AI-driven vulnerability discovery.
  • Intapp expanded its governed AI ecosystem through collaborations with OpenAI, achieving $125.5 million in subscription revenue (up 29%) for Q1 fiscal 2027.
  • Uber rolled out ChatGPT Work to over 30,000 employees & reported $59.8 billion in Gross Bookings (up 20%) for Q3 2026.
  • The five connected companies represent OpenAI's shareholder, cloud, power, networking, software, & workforce integration channels.
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