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OpenAI's reported annualized revenue figure
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En cours · Prochain point le 31 déc. : 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.
Où en est-on
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cloud-partner sales gross in the higher figure, rather than evidence of lost sales; the figure has not yet been superseded in the reports.
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Center for Strategic & International StudiesPremier à rapporter
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Le dossier jusqu’ici

Mise à jour 1
L’écart de $20 milliards dans le chiffre d’affaires d’OpenAI relève de la comptabilité, pas de ventes disparues
La comptabilisation des ventes réalisées avec des partenaires explique l’écart entre le rythme de chiffre d’affaires de $50 milliards déclaré par OpenAI pour septembre et les estimations antérieures. Elle ne tranche pas la question de la rentabilité économique du déploiement de l’IA.
Encore en suspens après ce reportage
- Les informations publiques ne fournissent ni rapprochement détaillé du chiffre d’affaires, ni rentabilité vérifiée, ni confirmation de la clôture du financement proposé.
Historique
Ouverte1 reportage
Qui est concerné
Organisations
- CCoreWeaveAmerican cloud computing company1 reportage
NvidiaAmerican multinational technology company1 reportage
OpenAIAmerican artificial intelligence research organization1 reportage- OOracle CorporationAmerican multinational computer corporation1 reportage
Lieux
- UUnited StatesUnited States1 reportage
Tous les médias que nous avons lus sur ce dossier
209 sources129 médias5 vidéos3 dépêches reprises
Crypto Briefingcryptobriefing.com9
- Premier signalement
- 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
- Premier signalement
- 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 vidéos
- Premier signalement
- Trump Rules Out Iran Attack Before Midterms, OpenAI Eyes $70B Revenue · vidéo
- Trump Rules Out Iran Strikes Before Midterms, Oil Rises as Hormuz Attacks Continue · vidéo
- OpenAI Sees $70B Revenue; Airtel Money Seeks Biggest UK IPO Since 2021 · vidéo
- OpenAI's Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO · vidéo
- China Rejects Claims the Yuan Is Undervalued · vidéo
CNBCcnbc.com5
- Premier signalement
- 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
- Premier signalement
- 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
- Premier signalement
- '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
- Premier signalement
- 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
- Premier signalement
- OpenAI Annualized Revenue Nears $50B, Below $70B Reports
AlphaPilotalphapilot.tech1
analyticsindiamag.com1
autobound.ai1
baystreet.ca1
- Premier signalement
- Baystreet.ca - OpenAI’s Revised Revenue Figure Sinks A.I. Stocks
Bifubifu.co1
- Premier signalement
- OpenAI's $50bn annualised revenue differs from $70bn headline by $20bn
Bloomberg Líneabloomberglinea.com1
Business Quantbusinessquant.com1
Capital Briefcapitalbrief.com1
citybizcitybiz.co1
- Premier signalement
- OpenAI Targets $70 Billion Revenue Run Rate as Enterprise Business Expands
Cloud Warscloudwars.com1
CoinCentralcoincentral.com1
- Premier signalement
- OpenAI Annualized Revenue Hits $50 Billion Below Earlier Estimates
CTOL Digital Solutionsctol.digital1
DealPlexusdealplexus.com1
DealStreetAsiadealstreetasia.com1
DigitalTodaydigitaltoday.co.kr1
- Premier signalement
- OpenAI revenue disclosure sends Nvidia, Oracle, CoreWeave AI stocks lower
edgex.exchange1
- Premier signalement
- OpenAI Revenue Run Rate Nears $50 Billion, Short of Investor Expectations
EffectStoryeffectstory.com1
Forkastforkast.news1
Golden Era of Superintelligencegoldenera.si1
Implicator.aiimplicator.ai1
- Premier signalement
- 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
- Premier signalement
- OpenAI Revenue View $20 Bil Short, Says Report. AI Stocks Fall.
INXENinxen.news1
Kalkinekalkine.com1
klickanalytics.com1
LavX Newslavx.hu1
- Premier signalement
- Nvidia, Oracle, CoreWeave Shares Fall After OpenAI Revenue Report
MarketSpeakermarketspeaker.com1
- Premier signalement
- OpenAI Revenue Run Rate Nears $50B, Below $70B Reports
Martin Cid Magazinemartincid.com1
- Premier signalement
- OpenAI counts $50 billion in revenue, not $70 billion, and chip stocks fall 3.4%
mintlivemint.com1
MLQ.aimlq.ai1
- Premier signalement
- 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
- Premier signalement
- OpenAI Annualized Revenue Nears $50 Billion, Far Below $70 Billion Estimate
Silicon AI Newssiliconainews.com1
- Premier signalement
- 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
- Premier signalement
- OpenAI's revenue is reportedly $20 billion less than previously ...
TECHitechi.com1
TechnologyChecker.iotechnologychecker.io1
techtember.news1
temperature2temperature2.com1
- Premier signalement
- OpenAI's run rate is near $50 billion, not $70 billion
TEN Brieftenbrief.com1
The Athleticnytimes.com1
The Business Timesbusinesstimes.com.sg1
- Premier signalement
- OpenAI annualised revenue closer to US$50 billion than ...
The Decoderthe-decoder.com1
- Premier signalement
- OpenAI revenue keeps surging as company seeks $30 billion in fresh capital
The Hinduthehindu.com1
- Premier signalement
- OpenAI revenue gap report rattles AI stocks
The Irish Timesirishtimes.com1
- Premier signalement
- 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
Qui a rapporté quoi
24 points0 confirmé par au moins deux médias22 issus d’un seul média0 contesté
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| Point | Center for Strategic & International Studies | Bloomberg Television | CNBC | Médias |
|---|---|---|---|---|
| OpenAI’s annualized revenue at September’s endNon confirmé de façon indépendante | 2 | |||
| EU efforts to limit Chinese plug-in hybrid exportsNon confirmé de façon indépendante | 2 |
Points rapportés par un seul média
Rapporté uniquement par Center for Strategic & International Studies
Rapporté uniquement par Bloomberg Television
Rapporté uniquement par CNBC
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