OpenAI's annualized revenue expectation lowered to about $50 billion

1. 08:03
   网页新智元· Discussion

   A $20 billion gap! OpenAI's annualized revenue figures conflict, Nvidia falls nearly 3%(opens the original post in a new tab)

1. 02:54
   网页Bloomberg Technology· Discussion

   OpenAI's $70B Run Rate Meets AI's Infrastructure Challenge(opens the original post in a new tab)
2. 01:20
   The Decoder

   OpenAI revenue keeps surging as company seeks $30 billion in fresh capital

1. 20:19
   XX @rohanpaul_ai· Discussion

   Sam Altman talks about that $70 Bn OpenAI's ARR number on Bloomberg.(opens the original post in a new tab)
2. 16:06
   The Guardian · 人工智能

   OpenAI's revenue expectation for this year has been revised down by $20 billion to $50 billion

   OpenAI told investors that its revenue this year will reach $50 billion, below the $70 billion expectation it provided to investors last month, a gap of about $20 billion. This difference stems from investors wanting a more direct comparison with Anthropic's revenue accounting: Anthropic includes sales through cloud partners like AWS and Google Cloud, while OpenAI does not. The news weighed on U.S. tech stocks, with the tech-heavy Nasdaq index closing down 1.4% on Thursday, Nvidia down 2.9%, Oracle down 5.5%, and Micron down 4.8%. OpenAI is in early talks for a $30 billion funding round at a valuation of about $1.4 trillion; its most recent funding round was completed in March, raising $122 billion at a valuation of $852 billion. Anthropic is expected to advance its IPO plans as early as next month.

3. 15:49
   网页cnBeta· Discussion

   OpenAI expects annualized revenue of $70 billion by year-end; news that it was only $50 billion at the end of September triggered a sell-off in U.S. tech stocks.(opens the original post in a new tab)
4. 08:45
   网页Bloomberg Technology· Discussion

   Will OpenAI Revenue Reset Stop AI Demand?(opens the original post in a new tab)
5. 08:44
   网页SiliconANGLE · AI· Discussion

   AI stocks crumble on report that OpenAI’s annualized revenue is much lower than believed(opens the original post in a new tab)
6. 08:00
   网页The Information· Discussion

   OpenAI ARR Snafu Highlights Flawed Metric(opens the original post in a new tab)
7. 07:02
   网页IT之家· Discussion

   OpenAI's annualized revenue reportedly approaches $50 billion, about $20 billion less than expected.(opens the original post in a new tab)
8. 06:59
   网页The Information· Discussion

   OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports(opens the original post in a new tab)
9. 04:15
   Financial Times · 人工智能Selected

   OpenAI's annualized revenue is about $50 billion, $20 billion lower than previously reported figures

   According to financial documents shared with investors, OpenAI's annualized revenue is approximately $50 billion, about $20 billion lower than the $70 billion previously reported by media. The company recently told investors that annualized revenue was close to $50 billion as of the end of September, while July investor materials showed it was around $30 billion at that time. The discrepancy stems from investors trying to make a direct comparison between OpenAI and Anthropic's annualized revenue, as the two companies calculate it differently: Anthropic includes sales from cloud partners like AWS and Google Cloud, while OpenAI does not. After related reports were published, U.S. stocks fell, with the Nasdaq 100 down 1.7%, Nvidia down 2.9%, Oracle down nearly 6%, and Micron down 4%. OpenAI declined to comment and is in talks with investors for a new private funding round, with a valuation possibly around $1.4 trillion.

10. 04:01
    RedditReddit r/OpenAI· Discussion

    Tech stocks drop after report that OpenAI’s revenue is lower than expected(opens the original post in a new tab)
11. 03:20
    网页Techmeme· Discussion

    Nvidia, Oracle, CoreWeave, and other AI stocks fell after a report that OpenAI's annualized revenue at September's end was $20B less than previously reported (CNBC)(opens the original post in a new tab)
12. 02:19
    TechCrunch AI

    OpenAI’s revenue is reportedly $20 billion less than previously projected
13. 01:58
    XX @rohanpaul_ai· Discussion

    FT just reported OpenAI’s annualised revenue is nearing $50B, about $20B below the $70B figure investors had circulated.(opens the original post in a new tab)
14. 01:20
    RedditReddit r/OpenAI· Discussion

    FT: OpenAI annualised revenues $20bn less than previously signalled(opens the original post in a new tab)
15. 01:04
    网页Bloomberg Technology· Discussion

    OpenAI’s Revenue Run Rate Nears $50 Billion, Less Than Reported(opens the original post in a new tab)
16. 00:51
    网页Techmeme· Discussion

    Docs: OpenAI told investors its annualized revenue was nearing $50B at the end of September, well below the $70B reported by the media based on investor docs (Financial Times)(opens the original post in a new tab)
17. 00:45
    Hacker NewsHacker News· Discussion

    OpenAI annualised revenues $20B less than previously signalled(opens the original post in a new tab)

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