OpenAI has crossed 1 billion active users, reaching that threshold in under four years since ChatGPT launched in late 2022. Alongside that milestone, the company cut prices on two of its GPT-5.6 models: Luna dropped 80% and Terra dropped 20%. Aggressive price reductions at this scale signal a deliberate push to widen adoption and pressure competitors.
Cheaper AI inference pricing compresses margins for every company selling AI API access, including Microsoft Azure and Google Cloud, which resell or compete with OpenAI models. At the same time, lower prices accelerate enterprise adoption, which is net positive for companies building AI-powered software on top of these models. Semiconductor demand is the indirect beneficiary, because more users processing more queries means more compute consumed.
OpenAI has no public earnings date as a private company. Watch Microsoft's next quarterly earnings (expected late July 2025) for Azure AI revenue commentary. Google's next earnings call (expected late July 2025) will show whether Gemini pricing responds.
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