OpenAI reports 8x agentic token usage gap among top firms

OpenAI's economic research team found that the top 10% of companies, defined as "frontier firms," are using 8 times more agentic tokens than the average firm. This ratio has increased from 2x in January. Internally at OpenAI, agentic token usage is 33x that of the frontier firms. The company announced it is now live on Google Cloud, joining Amazon, Azure, and Oracle. OpenAI expects this to be a major tailwind into 2027.

In healthcare, OpenAI demonstrated a proof of concept with HCA, the largest U.S. hospital chain, showing a 25% reduction in patient hospital stay duration. Boston Children's Hospital provided genetic and diagnostic data to OpenAI, which has since resolved 40 of over 300 previously unresolved diseases. OpenAI also noted that 100,000 advertisers are now on its platform across 89 countries. This supports a business model that allows 90% of its 1.2 billion weekly users to access AI for free. OpenAI argues that the rapid adoption of agentic AI by top firms is creating a widening efficiency gap, and that its unified platform is essential for enterprises to avoid being left behind in this transformation.