続報中 · 1件のレポート
OpenAI's reported annualized revenue figure
初回放送 最新の放送
進行中 · 次回の確認 12月31日: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.
現状
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cloud-partner sales gross in the higher figure, rather than evidence of lost sales; the figure has not yet been superseded in the reports.
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これまでの経緯

第1報
OpenAIの売上高200億ドルの差は、会計上の違いであり、売上が消えたわけではない
パートナー経由の売上に関する会計処理によって、OpenAIが報告した9月の500億ドルのペースと以前の推計との差は説明できる。しかし、AIインフラ拡張を支える経済性が明らかになるわけではない。
このレポート時点での未解明点
- 公開されている情報には、売上高の詳細な照合、検証済みの収益性、または提案された資金調達が成立したとの確認がない。
経緯
開始1件のレポート
関係者
組織
- CCoreWeaveAmerican cloud computing company1件のレポート
NvidiaAmerican multinational technology company1件のレポート
OpenAIAmerican artificial intelligence research organization1件のレポート- OOracle CorporationAmerican multinational computer corporation1件のレポート
場所
- UUnited StatesUnited States1件のレポート
このニュースで読んだすべてのメディア
209 件の情報源129 社のメディア5 本の動画3 件の配信記事
Crypto Briefingcryptobriefing.com9
- 最初の報道
- 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
- 最初の報道
- 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 Television5動画5本
- 最初の報道
- Trump Rules Out Iran Attack Before Midterms, OpenAI Eyes $70B Revenue · 動画
- Trump Rules Out Iran Strikes Before Midterms, Oil Rises as Hormuz Attacks Continue · 動画
- OpenAI Sees $70B Revenue; Airtel Money Seeks Biggest UK IPO Since 2021 · 動画
- OpenAI's Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO · 動画
- China Rejects Claims the Yuan Is Undervalued · 動画
CNBCcnbc.com5
- 最初の報道
- 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
- 最初の報道
- 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
- 最初の報道
- '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)
StockAnalysis.comstockanalysis.com3
Batreportsbatreports.online2
financialpostfinancialpost.com2
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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
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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…
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|---|---|---|---|---|
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| EU efforts to limit Chinese plug-in hybrid exports独立した確認なし | 2 |
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