ChatGPT returns to 10%+ monthly growth: OpenAI to launch updated model; Codex heats up

Summary：An internal message says ChatGPT is back to 10%+ monthly growth with 800M+ weekly active users. OpenAI plans an updated chat model this week; Codex usage rose ~50% week over week, as fundraising talks may speed up.

According to internal communications disclosed by foreign media, OpenAI CEO Sam Altman told employees on the company's Slack that ChatGPT's growth rate has returned to a "monthly double-digit" range (over 10%). Amidst the intense AI race, this figure is seen as the latest signal of OpenAI stabilizing its user base and engagement.

Growth and Users: Over 800 Million Weekly Active Users, Code Red Mobilization Issued

The report also mentioned that ChatGPT currently has over 800 million weekly active users. During a previous optimization window, the company issued a "code red" mobilization for product improvement last December, pausing certain projects to concentrate resources on enhancing the chatbot's experience and capabilities.

Product Pace: New Chat Model Set to Launch, Codex Usage "Skyrockets"

To maintain its leading edge, OpenAI reportedly plans to launch an updated chat model this week to respond to competition from Google, Anthropic, and others. Meanwhile, Altman also highlighted the momentum of the coding product Codex in internal messages—its usage reportedly increased by about 50% from the previous week, which he described as "crazy."

Development and Ecosystem: GPT-5.3-Codex and macOS App Released

On the product front, OpenAI has recently launched a new generation of Codex models and a desktop entry for developers. Official information reveals that OpenAI released the Codex macOS App in early February, focusing on multi-agent collaboration and parallel task management. Following that, it launched GPT-5.3-Codex, emphasizing stronger "agent-based coding" capabilities and faster execution efficiency.

Capital Movements: Fundraising Discussions Heat Up, SoftBank Among Previous Large Investors

In addition to product line updates, OpenAI's fundraising efforts are also advancing. The report indicates that Altman and CFO Sarah Friar have been actively meeting with investors, discussing a possible new round of funding that could reach $100 billion, with discussions expected to intensify over the next two weeks.
Prior to this, SoftBank disclosed additional investment in OpenAI: SoftBank stated that after part of its investment, it completed additional contributions and coordinated with other investors to bring the financing scale to a multi-billion dollar level.

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Written byTraderKnows

Created date:2026-02-09 14:51

Last Updated:2026-02-10 16:07

Independent Analysis: Manually researched and fact-checked by the TraderKnows Compliance Team, based on public regulatory records.

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