OpenAI's annualized revenue was exposed to nearly $50 billion, about $20 billion less than expectedOpenAI 年化营收被曝接近 500 亿美元，比预期少了约 200 亿

IT House reported on October 9 that an updated financial document disclosed to OpenAI investors showed that its actual annualized revenue reached about 20 billion US dollars compared to the expected gap previously released by the company (IT House note: the current exchange rate is about 134.249 billion yuan). OpenAI recently disclosed to investors that as of the end of September, its annualized revenue was approaching $50 billion (the current exchange rate is about 335.623 billion yuan). This figure is significantly lower than the mainstream media reported last month, when the media estimated that its annualized revenue was as high as $70 billion (the current exchange rate is about 469.872 billion yuan) based on the data previously provided to investors. The discrepancy stems from investors trying to make a direct horizontal comparison between OpenAI's annualized revenue and that of its competitor, Anthropic, according to people familiar with the matter. However, the two companies are not aligned in terms of financial statistics: Anthropic counts revenue generated from sales through cloud vendor partners such as Amazon Web Services and Google Cloud together, while OpenAI's statistics exclude this part of collaborative revenue. This revenue data (and Anthropic's comparable metrics) is the most critical vane for assessing the overall market demand for AI globally, and is also the core support for huge computing power infrastructure investment and the rise of the secondary stock market. After the Financial Times published the report, the US stock technology sector fell sharply, and the Nasdaq 100 index fell 1.4%. Among them, Nvidia closed down 2.9%, Oracle fell 5.5%, and Micron fell 4.8%.