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Lead DevelopmentFACT · 4/5•8 Oct '26•Via CNBC Technology

AI Stocks Sink as OpenAI Revenue Misses Reported Figure

Shares of Nvidia, Oracle, CoreWeave and other AI-related companies fell on Thursday after details emerged about OpenAI's revenue. OpenAI told investors it reached roughly $50 billion in annualized revenue at the end of September, lower than the widely reported $68 billion figure. A person familiar with the matter said the $68 billion figure included gross revenue from partners, making it more comparable to Anthropic. OpenAI also highlighted 77% total run rate growth in Q3 and 107% growth in enterprise business. The company is preparing for a potential IPO, with a valuation of $852 billion, and is in early talks to raise around $30 billion in new funding.

•OpenAI reported annualized revenue of ~$50 billion at end of September 2026.
•The widely reported figure was $68 billion, including gross revenue from partners.
•OpenAI demonstrated 77% total run rate growth and 107% enterprise run rate growth in Q3.

Entities:OpenAI NVIDIA Oracle CoreWeave Anthropic

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