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TRX OpenAI annualized revenue near $50B, below earlier $70B reports
OpenAI told investors its annualized revenue was approaching $50B at the end of September, below the roughly $68-70B figure widely reported earlier, according to FT and CNBC reporting. AI stocks including Nvidia, Oracle and CoreWeave fell on the news.
Why “Rumor”
- Only community or trader posts: r/stocks
0 independent source groups across 2 posts · evidence score 9/100. How labels work
What the sources claim
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OpenAI told investors its annualized revenue was approaching $50B at the end of September, about $20B below the widely reported figure.
“OpenAI recently told investors its annualized revenue was approaching $50B at the end of September”
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Shares of Nvidia, Oracle, CoreWeave and other AI names sank after details of OpenAI's revenue became known.
“Shares of Nvidia, Oracle, CoreWeave and other artificial intelligence names sank lower on Thursday”
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The $68 billion figure included gross revenue from OpenAI's partners, per a person familiar with the matter.
“the $68 billion figure included gross revenue from OpenAI’s partners”
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OpenAI touted 77% total run rate growth in its third quarter and 107% run rate growth for its enterprise business.
“OpenAI touted 77% total run rate growth during its third quarter, as well as 107% run rate growth for its enterprise business”
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The discrepancy stems from differences in how OpenAI and Anthropic calculate revenue, with Anthropic including cloud partner sales and OpenAI not.
“Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not”
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Sources
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Summary and claims extracted by deepseek/deepseek-flash with prompt analyze-story@3 on 2026-10-08 19:20 UTC. Labels are computed from the sources, not by the model.