Noticia en desarrollo · 1 reportaje
OpenAI's reported annualized revenue figure
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En desarrollo · Próxima revisión el 31 dic: Check whether OpenAI reaches its reported at-least-$70 billion annualized revenue target by year-end 2026, on what accounting basis, and how enterprise sales contribute; also check the status of the proposed financing.
Situación actual
A report aired October 9 said OpenAI’s annualized revenue pace at September’s end was roughly $50 billion, below estimates of $68 billion to $70 billion circulated earlier. It said the gap reflected counting cloud-partner sales gross in the higher figure, rather than evidence of lost sales; the figure has not yet been superseded in the reports.
Seguimiento de la noticiaDía 5
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Center for Strategic & International StudiesPrimero en informar
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La noticia hasta ahora

Actualización 1
La brecha de $20 billion en los ingresos de OpenAI responde a la contabilidad, no a ventas desaparecidas
La contabilidad de las ventas de socios explica la brecha entre el ritmo de $50 billion de septiembre comunicado por OpenAI y las estimaciones anteriores. No resuelve la cuestión económica subyacente a la expansión de la IA.
Pendiente tras este informe
- La información pública no ofrece una conciliación detallada de los ingresos, una rentabilidad verificada ni confirmación de que se haya cerrado la financiación propuesta.
Historial
Abierta1 reportaje
Quiénes participan
Organizaciones
- CCoreWeaveAmerican cloud computing company1 informe
NvidiaAmerican multinational technology company1 informe
OpenAIAmerican artificial intelligence research organization1 informe- OOracle CorporationAmerican multinational computer corporation1 informe
Lugares
- UUnited StatesUnited States1 informe
Todos los medios que leímos sobre esta noticia
209 fuentes129 medios5 vídeos3 textos de agencia
Crypto Briefingcryptobriefing.com9
- Primera información
- OpenAI's revenue run rate nears $50 billion, short of the numbers investors expected
- OpenAI revenue run rate nears $70B as enterprise sales more than double
- OpenAI and Anthropic count revenue differently, and investors are confused
- OpenAI seeks $30B at $1.4T valuation as IPO gets pushed to 2027
- AI hyperscalers face trillion-dollar gamble as spending outpaces revenues
- OpenAI revenue claim puts a $20 billion question mark on AI's growth story
- OpenAI tells investors annualized revenue neared $70 billion by September
- Micron, Nvidia shares fall after OpenAI revenue report raises concerns
- Goldman Sachs projects AI capital expenditures to reach $1.2T by 2027
marketwatch.com8
- Download CRWV Data | CoreWeave Inc. Cl A Price Data | MarketWatch
- Download NVDA Data | NVIDIA Corp. Price Data | MarketWatch
- CRWV Stock Price | CoreWeave Inc. Cl A Stock Quote (U.S.: Nasdaq) | MarketWatch
- www.marketwatch.com
- Download COMP Data | NASDAQ Composite Index Price Data | MarketWatch
- Download ORCL Data | Oracle Corp. Price Data | MarketWatch
- Download ORCL Data | Oracle Corp. Price Data | MarketWatch
- COMP | NASDAQ Composite Index Advanced Charts | MarketWatch
Bloomberg.combloomberg.com7
- OpenAI Targets $30 Billion in Funding at $1.4 Trillion Value - Bloomberg
- Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion - Bloomberg
- Bloomberg Expert Access: Mandeep Singh on the future of generative AI | Insights | Bloomberg Professional Services
- Watch Will OpenAI Revenue Reset Stop AI Demand? - Bloomberg
- Watch Generative AI's $1.3 Trillion Disruption - Bloomberg
- OpenAI Expects $70 Billion in Annualized Revenue by End of 2026 - Bloomberg
- Anthropic’s Annualized Revenue Tops $65 Billion Before IPO - Bloomberg
Quartzqz.com6
- Primera información
- OpenAI projects $70 billion annualized revenue by end of 2026
- OpenAI corrects annualized revenue figure to $50 billion
- OpenAI Q3 2026 revenue run rate nears $70 billion
- OpenAI CFO Sarah Friar says Q2 ARR topped in July 2026
- OpenAI closes $122 billion funding round, biggest ever in Silicon Valley
- Anthropic revenue run rate hits $65 billion ahead of IPO
Yahoo Newsyahoo.com6
- Why Nvidia (NVDA) Stock Is Trading Lower Today
- OpenAI’s Revenue Appears $20 Billion Lighter Than Reported — and the Gap Is Accounting, Not Demand
- OpenAI revenue run rate nears $70 billion as AI IPO race heats up
- OpenAI valued at US$852 bil after completing US$122 bil round
- Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO
- Anthropic’s annualized revenue surges to $65B
Bloomberg Television55 vídeos
- Primera información
- Trump Rules Out Iran Attack Before Midterms, OpenAI Eyes $70B Revenue · vídeo
- Trump Rules Out Iran Strikes Before Midterms, Oil Rises as Hormuz Attacks Continue · vídeo
- OpenAI Sees $70B Revenue; Airtel Money Seeks Biggest UK IPO Since 2021 · vídeo
- OpenAI's Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO · vídeo
- China Rejects Claims the Yuan Is Undervalued · vídeo
CNBCcnbc.com5
- Primera información
- OpenAI reportedly told investors annualized revenue was about $50 billion, below widely reported estimates
- Big Technology’s Kantrowitz on OpenAI revenue report: Some sloppiness on company's part
- $20 billion gap: OpenAI's revenue forecast raises fresh concerns
- Jamie Dimon says hyperscaler AI spending may hit $1 trillion in 2027
- Anthropic says annualized revenue climbed to $65 billion in July
reuters.com5
- OpenAI's September annualized revenue nears $50 billion, less than previously indicated, source says | Reuters
- OpenAI targets $30 billion funding at $1.4 trillion valuation, Bloomberg News reports | Reuters
- OpenAI CFO says annualized revenue crosses $20 billion in 2025 | Reuters
- OpenAI's annualized recurring revenue nears $70 billion, source says | Reuters
- Anthropic revenue run rate tops $65 billion, source says | Reuters
ainvest.com4
- Everyone traded OpenAI at $70 billion. The real number was $50 billion - and that gap is the whole story
- OpenAI's $20B accounting gap cracks the $1.4T repricing playbook
- CoreWeave's 8% Drop Wasn't Tech Weakness - It Was an OpenAI Revenue Correction
- Nvidia, Oracle, CoreWeave Stocks Drop as OpenAI Lowers Revenue Estimate | AInvest
TNW | Defencethenextweb.com4
- Primera información
- OpenAI expects a $70bn revenue run rate by year-end ... - TNW
- OpenAI seeks $30bn at a $1.4tn valuation as revenue nears $70bn
- OpenAI’s CFO told staff it will go public in 2027, or sooner
- OpenAI closes record $122 billion round at $852 billion valuation, opens door to retail investors for the first time
Benzingabenzinga.com3
- Primera información
- 'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion' - Bloomberg - Amazon.com (NASDAQ:AMZN), A
- AI Capex Set to Top 3% of GDP, 3x the 1990s Telecom Boom - Meta Platforms (NASDAQ:META), Amazon.com (NASD
- OpenAI Revenue Run Rate $20B Below Previous Reports, ORCL Drops 5% - Oracle (NYSE:ORCL)
MarketBeatmarketbeat.com3
Morningstar, Inc.morningstar.com3
StockAnalysis.comstockanalysis.com3
Batreportsbatreports.online2
financialpostfinancialpost.com2
Investing.com 香港investing.com2
- Primera información
- Nasdaq綜合指數 歷史匯率 - Investing.com
- ナスダック総合 過去データ - Investing.com
Investopediainvestopedia.com2
Superintelligence News - Artificial Intelligence Newssuperintelligencenews.com2
Techmemetechmeme.com2
- Techmeme: Sources: OpenAI aims to raise $30B+ at a ~$1.4T pre-money valuation, up from ~$1.2T, meant to be a bridge round to provide it with capital in place of an IPO (Bloomberg)
- Techmeme: Sources: OpenAI's ARR is nearing $70B, growing 70%+ since the beginning of Q3, with B2B revenue up 100%+; it added more consumer revenue in Q3 than all of 2025 (Madison Mills/Axios)
TheOutpost.aitheoutpost.ai2
Trending Topicstrendingtopics.eu2
Value Add Pulsevalueaddvc.com2
X (formerly Twitter)x.com2
- Morgan Stanley sees capital spending by the five largest AI hyperscalers topping $800 billion this year and $1.1 trillion next year. At 3.3% of gross domestic product, next year’s figure would exceed projected spending on national defense. https://www.wsj.com/tech/ai/ai-is-distorting-practically-everything-about-the-economy-4ca6fcff?mod=hp_lead_pos4
- RT @firstadopter: Axios: "OpenAI's annualized revenue run rate has grown more than 70% since the beginning of the third quarter, reaching a…
24/7 Wall St.247wallst.com1
AI Industry Todayaiindustrytoday.com1
AIMag.noaimag.no1
AIstifyaistify.com1
- Primera información
- OpenAI Annualized Revenue Nears $50B, Below $70B Reports
AlphaPilotalphapilot.tech1
analyticsindiamag.com1
autobound.ai1
baystreet.ca1
- Primera información
- Baystreet.ca - OpenAI’s Revised Revenue Figure Sinks A.I. Stocks
Bifubifu.co1
- Primera información
- OpenAI's $50bn annualised revenue differs from $70bn headline by $20bn
Bloomberg Líneabloomberglinea.com1
Business Quantbusinessquant.com1
Capital Briefcapitalbrief.com1
citybizcitybiz.co1
- Primera información
- OpenAI Targets $70 Billion Revenue Run Rate as Enterprise Business Expands
Cloud Warscloudwars.com1
CoinCentralcoincentral.com1
- Primera información
- OpenAI Annualized Revenue Hits $50 Billion Below Earlier Estimates
CTOL Digital Solutionsctol.digital1
DealPlexusdealplexus.com1
DealStreetAsiadealstreetasia.com1
DigitalTodaydigitaltoday.co.kr1
- Primera información
- OpenAI revenue disclosure sends Nvidia, Oracle, CoreWeave AI stocks lower
edgex.exchange1
- Primera información
- OpenAI Revenue Run Rate Nears $50 Billion, Short of Investor Expectations
EffectStoryeffectstory.com1
Forkastforkast.news1
Golden Era of Superintelligencegoldenera.si1
Implicator.aiimplicator.ai1
- Primera información
- OpenAI Revenue Run Rate Near $50B, Targets $70B by Year-End
Industry Wiredindustrywired.com1
InsiderFinanceinsiderfinance.io1
International Business Timesibtimes.com1
Investor's Business Dailyinvestors.com1
- Primera información
- OpenAI Revenue View $20 Bil Short, Says Report. AI Stocks Fall.
INXENinxen.news1
Kalkinekalkine.com1
klickanalytics.com1
LavX Newslavx.hu1
- Primera información
- Nvidia, Oracle, CoreWeave Shares Fall After OpenAI Revenue Report
MarketSpeakermarketspeaker.com1
- Primera información
- OpenAI Revenue Run Rate Nears $50B, Below $70B Reports
Martin Cid Magazinemartincid.com1
- Primera información
- OpenAI counts $50 billion in revenue, not $70 billion, and chip stocks fall 3.4%
mintlivemint.com1
MLQ.aimlq.ai1
- Primera información
- OpenAI Tells Investors Its Annualized Revenue Is Nearing $50 Billion | MLQ News
MWC Sandbox/Syndicationsocastsrm.com1
nasdaqomx.com1
NewsBreaknewsbreak.com1
Portfolio Terminalportfolio-terminal.com1
Post-Cutoffpostcutoff.com1
PrimeXBTprimexbt.com1
RTFCLMGZNrtfclmgzn.com1
Seoul Economic Dailysedaily.com1
- Primera información
- OpenAI Annualized Revenue Nears $50 Billion, Far Below $70 Billion Estimate
Silicon AI Newssiliconainews.com1
- Primera información
- OpenAI’s revenue pace nears $50 billion, reports say · Silicon AI News
SiliconReportsiliconreport.com1
Startup Fortunestartupfortune.com1
stlouisfed.org1
Stocknearstocknear.com1
Stocktwitsstocktwits.com1
stockwatch.com1
streetinsider.com1
Tech Funding Newstechfundingnews.com1
Tech Timestechtimes.com1
TechCrunchtechcrunch.com1
- Primera información
- OpenAI's revenue is reportedly $20 billion less than previously ...
TECHitechi.com1
TechnologyChecker.iotechnologychecker.io1
techtember.news1
temperature2temperature2.com1
- Primera información
- OpenAI's run rate is near $50 billion, not $70 billion
TEN Brieftenbrief.com1
The Athleticnytimes.com1
The Business Timesbusinesstimes.com.sg1
- Primera información
- OpenAI annualised revenue closer to US$50 billion than ...
The Decoderthe-decoder.com1
- Primera información
- OpenAI revenue keeps surging as company seeks $30 billion in fresh capital
The Hinduthehindu.com1
- Primera información
- OpenAI revenue gap report rattles AI stocks
The Irish Timesirishtimes.com1
- Primera información
- OpenAI tells investors revenue run rate is $20bn below earlier indication
The Journal Recordjournalrecord.com1
The Motley Foolfool.com1
The Straits Timesstraitstimes.com1
TradeSmithtradesmith.com1
Trend & Tickertrendandticker.com1
Upstoxupstox.com1
wam.ae1
Wealthier Todaywealthiertoday.com1
WISATA HITSwisatahits.blog1
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| Punto | Center for Strategic & International Studies | Bloomberg Television | CNBC | Medios |
|---|---|---|---|---|
| OpenAI’s annualized revenue at September’s endSin confirmación independiente | 2 | |||
| EU efforts to limit Chinese plug-in hybrid exportsSin confirmación independiente | 2 |
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