Recently, OpenAI released a series of latest data on user demographics, global competitive landscape, and underlying infrastructure, revealing a milestone in the transformation of generative AI from a "geek toy" to a "mass tool."

OpenAI data shows that the user structure of ChatGPT has undergone significant changes. At the launch in late 2022, male users accounted for as high as 80%. By autumn 2025, the proportion of active female users has exceeded 50% for the first time. With ChatGPT's current monthly active user base approaching 1 billion, it is estimated that about 500 million women are regularly using this tool worldwide. OpenAI believes that this shift marks that AI has crossed the technological threshold and become a widely accepted daily productivity tool.

Young women Woman AI painting

Regarding the highly anticipated China-US AI competition, OpenAI intelligence team estimates that by 2025, China's total investment in the AI field will be between 97.2 billion and 125.3 billion US dollars. Although the United States still maintains a leading position in total capital expenditure (expected to reach 527 billion US dollars in 2026), China's lower construction costs have significantly increased its purchasing power per dollar. Among them, Alibaba, ByteDance, Huawei, and Tencent are the core engines of corporate spending.

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Computing power remains the core of the AI competition. OpenAI's computing scale has surged from 0.2 GW in 2023 to 1.9 GW in 2025. Although it had previously proposed long-term goals of 10 GW or even higher, OpenAI's current strategy is more practical: the goal is to achieve a capacity of 30 GW by 2030