OpenAI's enterprise revenue increased 32% from June to July, outpacing the 20% annualized growth rate across the business during that period, Chief Financial Officer Sarah Friar said. Speaking Monday at Goldman Sachs' Communacopia + Technology Conference in San Francisco, Friar said OpenAI is targeting specialized AI applications in chip design, life sciences and financial services, while testing pricing tied to business results rather than raw usage. OpenAI cut the price of its lower-cost Luna model by 80%, driving a roughly 10-fold increase in usage. Friar said Luna is cheaper to deploy through cloud providers than Chinese open-source alternatives such as Z.ai's GLM 5.3. Enterprise and consumer revenue had reached near parity by mid-year, earlier than OpenAI expected. Friar also said Codex has 25 million users and that OpenAI and Broadcom jointly developed Jalapeño, an inference processor for running OpenAI's models, with early samples showing roughly 50% cost savings compared with typical AI graphics processing units. Initial deployment is targeted for the end of 2026.