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Overseas4 min full readContains AI-generated content · human-reviewed

OpenAI investor file puts annualised revenue near $50B

An OpenAI investor file puts annualised revenue close to $50B at the end of September, roughly $20B below the $70B figure the market had been quoting.

  • Capital allocation
  • AI ROI
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01What happened

The number appears in OpenAI's latest investor materials and is calculated by multiplying the most recent month's revenue by twelve — not an audited annual figure.

Nvidia, Oracle and Micron fell within two hours of the report; the Nasdaq Composite closed down more than 1%, Oracle dropped over 5%, and Applied Optoelectronics fell 13%.

02By the numbers

$70B
USD · the annualised figure the market had been quoting
$50B
USD · annualised revenue in the investor file at end-September
$20B
USD · the gap between them

03Timeline

  1. 01
    October 8, 2026

    The annualised revenue figure becomes public and AI-linked stocks sell off the same session

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