OpenAI Leads in Consumer AI Token Use, Outpacing Google

Published Date : 20/10/2025 

OpenAI continues to dominate the consumer AI market, processing 6 billion tokens per minute and boasting over 800 million weekly active users, while Google processes 1.3 quadrillion tokens per month across its services. 

OpenAI reportedly continues to lead Google in the race for consumer AI usage. As Seeking Alpha reported on Saturday (Oct. 18), OpenAI announced at its recent developer day that its API platform was processing 6 billion tokens each minute, a 20-fold increase over the last two years. The company also revealed that its artificial intelligence (AI) model, ChatGPT, has surpassed 800 million weekly active users.

By comparison, Google recently disclosed it was processing 1.3 quadrillion tokens per month across all of its services, including AI Overviews, Gemini, and the API platform on Google Cloud. Tokens are units of data, such as words, used by language models to process text and are crucial for driving the economics of AI, including costs and revenue.

In piecing together these data points, Barclays analyst Ross Sandler wrote in a note to clients, “While OpenAI is dominating consumer AI token consumption (2x+ the size of Google Gemini), Google processes the most tokens out of the AI labs by a wide margin.” This indicates that while OpenAI is leading in the consumer space, Google holds a significant advantage in overall token processing.

However, rival Anthropic is making significant strides in the enterprise sector. Anthropic has nearly twice the revenue share compared to OpenAI and is on track to achieve an internal goal of a $9 billion annualized revenue run rate by the end of the year. The company is projected to generate as much as $20 billion in yearly revenue by the end of 2026. Anthropic claims to have over 300,000 business customers, with the number of customers spending more than $100,000 growing nearly seven times in the last year.

As such, Anthropic is commanding the enterprise space by a “decent margin when it comes to inference tokens,” Sandler wrote. This highlights the different strengths of the major players in the AI market, with OpenAI leading in consumer engagement and Anthropic excelling in enterprise adoption.

In other AI news, PYMNTS recently reported on the use of AI in improving supply chain operations. According to McKinsey data, generative AI could reduce global supply chain costs by 3% to 4%. Companies using agentic AI systems report faster fulfillment cycles and more accurate routing and scheduling decisions, helping supply chains function closer to real-time.

PYMNTS also noted that chief financial officers are increasingly viewing supply chain finance as a strategic function, with FIS executives contending that AI and automation are reshaping working-capital management by connecting payments, procurement, and logistics. “This integration allows companies to strengthen liquidity positions, extend early-payment programs to suppliers, and improve financial visibility across global operations,” PYMNTS wrote. 

Frequently Asked Questions (FAQS): 

Q: What is the current token processing rate of OpenAI's API platform?

A: OpenAI's API platform is currently processing 6 billion tokens each minute, which is a 20-fold increase over the last two years.

Q: How many weekly active users does ChatGPT have?

A: ChatGPT has exceeded 800 million weekly active users.

Q: What is Google's monthly token processing rate across its services?

A: Google processes 1.3 quadrillion tokens per month across its services, including AI Overviews, Gemini, and the API platform on Google Cloud.

Q: What is Anthropic's projected annualized revenue by the end of the year?

A: Anthropic is on track to achieve an internal goal of a $9 billion annualized revenue run rate by the end of the year.

Q: How is AI improving supply chain operations?

A: AI is helping to reduce global supply chain costs by 3% to 4%, with companies reporting faster fulfillment cycles and more accurate routing and scheduling decisions. 

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