Yhn TechnologySemiconductors first seen 13 d ago, last 6 d ago, peak #1
OpenAI annualised revenue $20 billion below prior signals
Original: OpenAI annualised revenues $20B less than previously signalled
Reports say OpenAI's annualised revenues are about $20 billion lower than figures previously signalled, according to a CNBC report linking the shortfall to its commercial ties with Nvidia, Oracle and CoreWeave. The gap is drawing attention to how much of the company's projected growth depends on circular deals with its own compute suppliers and investors, and to wider questions about AI sector valuations.
Why now: The revenue shortfall raises fresh doubts about AI valuations and the sustainability of OpenAI's compute-financing arrangements.
OpenAINvidiaOracleCoreWeaveCNBC
Evidence
- OpenAI annualised revenues $20B less than previously signalled · mfiguiere · 432
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