The Aporia · OpenAI projected to bring in $20bn less in revenue than expected for header

OpenAI has revised its projected revenue for this year to approximately $50 billion, which is $20 billion lower than previously stated to investors last month. This reduction reflects a reassessment of market demand and includes discussions about how revenue from cloud partners like Amazon’s AWS and Google Cloud should be accounted for differently compared to rival Anthropic. The discrepancy has affected US tech stocks, with the Nasdaq closing down by 1.4% on Thursday and significant declines in companies like Nvidia, Oracle, and Micron.

Written by AI on 2026-10-09, from this article's own text only (the story summary below draws on all the coverage).

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OpenAI recently announced that it will generate $50 billion in revenue this year, significantly less than the previously indicated $70 billion, causing concern about the rapid growth of AI demand. This discrepancy was reported last month when Sam Altman, OpenAI's CEO, stated that the company would not go public due to safety concerns over AI technology. The revised projections have affected US tech stocks; on Thursday, the Nasdaq closed down by 1.4%, with notable declines for companies like Nvidia (2.9%), Oracle (5.5%), and Micron (4.8%). These revisions come amid discussions of a potential $30 billion funding round that would value OpenAI at about $1.4 trillion, highlighting the significant financial stakes in AI development.

Written for “OpenAI Revenue Forecast Downgraded” on 2026-11-04, grounded in this article and the 0 other(s) covering the same event.

📰 OpenAI Revenue Forecast Downgraded

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🔮 OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI.

2026-10-09 · assertive framing · OpenAI projected to bring in $20bn less in revenue than expected for header

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Last month, Sam Altman, the chief executive of OpenAI, said that the company would not float on the stock market this year as had been expected, citing safety concerns over AI. Altman’s decision followed cases of AI agents going rogue to hack external systems and AI safety researchers quitting their companies concerned about the technology’s risks.

framing: assertive · carried by 1 article(s) · first seen 2026-10-09

🔮 OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI.

2026-10-09 · The Guardian

OpenAI projected to bring in $20bn less in revenue than expected for header · assertive framing

OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI. asserted

it → reveal → AI

The ChatGPT-maker company has told investors that its revenues for this year would reach $50bn (£37bn), a projection based on sales up to the end of September. asserted

revenues → tell → September

However, this is significantly less than the $70bn that it had signalled in information provided to investors last month, which was widely reported. asserted

which → signal → investors

Forecasts of annualised revenues by the leading artificial intelligence players, including by OpenAI’s rival Anthropic, the maker of Claude, are closely watched by markets as an indicator of overall demand for a technology that is attracting huge investment. asserted

that → lead → investment

OpenAI is in early-stage talks to raise $30bn in a funding round that values the business at about $1.4tn. asserted

that → raise → 1.4tn

News of the $20bn gap buffeted US tech stocks on Thursday, with the tech-led Nasdaq closing down by 1.4%. asserted

Nasdaq → buffet → %

Chip giant Nvidia fell 2.9%, Oracle was down 5.5% and Micron declined 4.8%. asserted

Micron → fall → ?

The discrepancy arose from attempts by OpenAI investors to provide a more direct comparison with how projected revenue is measured by Anthropic, which hit $65bn in forecast revenue by the end of July. asserted

which → arise → July

Anthropic includes the revenue from sales via cloud partners, such as Amazon’s AWS and Google Cloud, while OpenAI does not. asserted

OpenAI → include → AWS

researchers → say → risks

Democrat and Republican politicians are calling for new rules to govern AI systems, after two researchers from Anthropic warned that the lightning pace of development of AI without safeguards could lead to the extinction of the human race. uncertain

pace → call → race

Anthropic is expected to push ahead with plans for an initial public offering (IPO) as soon as next month. asserted

Anthropic → expect → month

OpenAI’s most recent fundraising was in March when it closed a $122bn round of finance at a valuation of $852bn. asserted

it → close → 852bn

Two months later Anthropic announced it had raised $65bn, valuing the company at $965bn. asserted

it → announce → 965bn

OpenAI projected to bring in $20bn less in revenue than expected for header

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