Figma Shares Surge 7% After OpenAI CEO Highlights ChatGPT Integration
Shares of Figma, the prominent design software company, surged 7% on Monday following a high-profile demonstration by OpenAI CEO Sam Altman at the firm’s annual DevDay conference in San Francisco.
Altman showcased the integration of Figma within ChatGPT, a conversational AI platform boasting over 800 million monthly users. This integration allows users to invoke Figma directly through ChatGPT using OpenAI’s new Apps SDK, a software development framework designed to enable seamless third-party app interactions.
How the ChatGPT and Figma Integration Works
During the onstage demo, Altman explained, “When someone’s using ChatGPT, you’ll be able to find an app by asking for it by name. For example, you could sketch out a product flow for ChatGPT and then say, Figma, turn this sketch into a workable diagram. The Figma app will take over, respond and complete the action.”
Figma product manager Luke Zhang further detailed in a blog post that ChatGPT can also suggest Figma proactively when relevant, enhancing workflow efficiency for users working on design projects.
Market Response and Company Developments
The stock rally marked Figma’s most significant intraday gain since its public debut on the New York Stock Exchange in July 2025. The surge reflects investor optimism about Figma’s expanding role in AI-powered design workflows.
Figma has been actively integrating generative AI capabilities from OpenAI and other providers into its suite of tools to enhance app and website design processes.
OpenAI’s Apps SDK and Strategic Outlook
The Apps SDK enables users to log into third-party products like Figma without leaving their ChatGPT conversations, streamlining workflows. Additionally, users can launch Figma’s FigJam tool within ChatGPT to continue collaborative development sessions.
The SDK is built on the Model Context Protocol, an open standard introduced by OpenAI competitor Anthropic last year, promoting interoperability across AI platforms.
Altman announced that software developers will be able to submit apps for review later in 2025, signaling an expansion of OpenAI’s ecosystem and potential new revenue streams through third-party integrations.
Recently, OpenAI also revealed a new feature allowing users to purchase products on Etsy directly via ChatGPT, illustrating the platform’s growing commercial capabilities.
FinOracleAI — Market View
Figma’s integration with ChatGPT represents a strategic convergence of AI and design software, positioning the company to capitalize on the rising demand for AI-enhanced productivity tools.
- Opportunities: Increased user engagement through seamless AI integration; potential new revenue from third-party app marketplace; enhanced competitive positioning in design and AI sectors.
- Risks: Dependence on OpenAI’s platform evolution; competitive pressure from other AI and design tool providers; regulatory scrutiny on AI integrations and data privacy.
Impact: Positive — The collaboration enhances Figma’s market appeal and growth prospects by embedding advanced AI capabilities into its platform, likely driving user growth and investor confidence.
