OpenAI's Chief Financial Officer stated that the demand for the company's products is "vertically advancing" and insufficient computing power has become the main bottleneck.

OpenAI's CFO Sarah Friar responded to concerns about the company not meeting internal targets by stating that OpenAI is achieving its goals and the demand for its products is "growing vertically." "We feel like we're ahead of plan," Friar said in an interview on Thursday, "the path to achievement will change at different stages because this is still a new business and we can't accurately predict every metric." A report earlier this week raised concerns that the artificial intelligence startup was not meeting internal targets for revenue and user growth. It was reported that Friar had concerns that if sales growth was not fast enough, the company might struggle to cover the costs of the computational power needed in the future. Following the publication of the report, some of OpenAI's related investors and partners saw a drop in stock prices, highlighting the company's central position in the AI industry. OpenAI later referred to the report as "sensationalized headlines" and stated that all aspects of the business were "firing on all cylinders." Friar acknowledged that the company has ambitious internal targets that may differ from publicly disclosed metrics. She emphasized that the popularity of OpenAI's products is still growing. OpenAI stated that the active users of its Codex programming agent have reached 4 million, up from 3 million two weeks ago. Friar pointed out that data center capacity is currently the scarce resource for OpenAI. "We're experiencing vertical growth in demand," she said, "if certain metrics are not meeting expectations, it's actually due to a lack of computational power holding us back to some extent."