OpenAI's agent products, including Codex and ChatGPT Work, have achieved 10 million active users, with a new usage reset for paid users landing in the next hour. This milestone represents significant progress relative to a total addressable market of approximately 70 million knowledge workers in the US and 1 billion globally.
OpenAI's agent adoption at 10M active users validates enterprise demand for agentic AI, driving sustained inference compute consumption.