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    OpenAI’s $50B versus $70B revenue debate and AI infrastructure demand

    One post questions how much revenue OpenAI keeps after partners take a cut and argues token growth matters more.

    DeedyDE
    SemiAnalysisSE
    Lisan al GaibLA
    13 Sources, ,

    TLDR

    One post frames OpenAI’s revenue debate as $50 billion versus $70 billion, arguing that overall token growth matters more for AI infrastructure demand than one lab’s revenue. Another user attributes a market drop to what they call a $20 billion shortfall from the OpenAI revenue that had been “signaled.” That user also claims ByteDance consumes 180 trillion tokens a day.

    Combined views

    325.3K

    13 Sources, first seen 2h ago

    Combined views

    325.3K

    13 Sources, first seen 2h ago

    1.8K likes
    2h ago
    first seen 2h ago
    1.8K likes
    168 comments
    332 saves
    185 reposts
    168 comments
    332 saves
    185 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    13 Sources

    Wall St Engine@wallstengineOPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month. The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate. OpenAI declined to comment. Source: Financial Times.2h
    Chubby♨️@kimmonismusOpenAI’s annualised revenue was approaching $50 billion at the end of September, rather than the previously reported $70 billion, according to the FT. "According to a person with knowledge of the matter, the discrepancy arose from attempts by OpenAI’s own investors to produce a direct comparison with Anthropic’s annualised revenues." Right now, it is not good for OpenAI to compare itself with Anthropic.2h
    Lisan al Gaib@scaling01RT @wallstengine: OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized rev…2h
    SemiAnalysis@SemiAnalysis_When does OpenAI launch an agent swarm for a lean proof on their actual annualized recurring revenue?1h
    Trade Whisperer@TradexWhispererThis is why the market tanked around 12:47 pm ET. @OpenAI revenue "miss." $20B below what was "signaled." Misleading signals and Misleading news if you ask me. Meanwhile token usage is going exponential.1h
    Shay Boloor@StockSavvyShayThe OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $MSFT, $AMZN and $GOOGL take their cut. For the AI buildout almost nothing changes because those GPUs, memory, networking and power can shift across Anthropic, $META, $GOOGL, $SPCX and enterprises so aggregate token growth matters way more than one AI lab’s revenue number.1h
    Minh Nhat Nguyen 🦭@menhguinfor several reasons, they're calling this move the Tibo Reset.1h
    tae kim@firstadopterRe: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.1h
    Deedy@deedydasOpenAI tells investors their annualized revenue is $50B for end of September, up from $30B in July, short of the $70B previously reported. Anthropic was at $65B annualized end of July.1h
    Rohan Paul@rohanpaul_aiFT just reported OpenAI’s annualised revenue is nearing $50B, about $20B below the $70B figure investors had circulated. Anthropic and OpenAI count revenue differently, since Anthropic includes money from customers who buy its models through AWS and Google Cloud, while OpenAI leaves that money out. To compare the 2 companies fairly, OpenAI’s investors added their own estimate of those cloud sales to OpenAI’s July figure, which turned roughly $30B into about $40B. OpenAI then told investors its annualised revenue had grown more than 70% since July, and investors applied that growth to their adjusted $40B figure, which gave them about $70B. OpenAI’s 70% growth was measured from its own July figure of about $30B, so the correct September number is just under $50B, and the extra $10B investors had added in July grew into a $20B overstatement. Even at the lower figure, OpenAI’s annualised revenue still rose by about $20B between July and the end of September.1h

    13 Sources

    Wall St Engine@wallstengineOPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month. The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate. OpenAI declined to comment. Source: Financial Times.2h
    Chubby♨️@kimmonismusOpenAI’s annualised revenue was approaching $50 billion at the end of September, rather than the previously reported $70 billion, according to the FT. "According to a person with knowledge of the matter, the discrepancy arose from attempts by OpenAI’s own investors to produce a direct comparison with Anthropic’s annualised revenues." Right now, it is not good for OpenAI to compare itself with Anthropic.2h
    Lisan al Gaib@scaling01RT @wallstengine: OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized rev…2h
    SemiAnalysis@SemiAnalysis_When does OpenAI launch an agent swarm for a lean proof on their actual annualized recurring revenue?1h
    Trade Whisperer@TradexWhispererThis is why the market tanked around 12:47 pm ET. @OpenAI revenue "miss." $20B below what was "signaled." Misleading signals and Misleading news if you ask me. Meanwhile token usage is going exponential.1h
    Shay Boloor@StockSavvyShayThe OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $MSFT, $AMZN and $GOOGL take their cut. For the AI buildout almost nothing changes because those GPUs, memory, networking and power can shift across Anthropic, $META, $GOOGL, $SPCX and enterprises so aggregate token growth matters way more than one AI lab’s revenue number.1h
    Minh Nhat Nguyen 🦭@menhguinfor several reasons, they're calling this move the Tibo Reset.1h
    tae kim@firstadopterRe: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.1h
    Deedy@deedydasOpenAI tells investors their annualized revenue is $50B for end of September, up from $30B in July, short of the $70B previously reported. Anthropic was at $65B annualized end of July.1h
    Rohan Paul@rohanpaul_aiFT just reported OpenAI’s annualised revenue is nearing $50B, about $20B below the $70B figure investors had circulated. Anthropic and OpenAI count revenue differently, since Anthropic includes money from customers who buy its models through AWS and Google Cloud, while OpenAI leaves that money out. To compare the 2 companies fairly, OpenAI’s investors added their own estimate of those cloud sales to OpenAI’s July figure, which turned roughly $30B into about $40B. OpenAI then told investors its annualised revenue had grown more than 70% since July, and investors applied that growth to their adjusted $40B figure, which gave them about $70B. OpenAI’s 70% growth was measured from its own July figure of about $30B, so the correct September number is just under $50B, and the extra $10B investors had added in July grew into a $20B overstatement. Even at the lower figure, OpenAI’s annualised revenue still rose by about $20B between July and the end of September.1h
    Today's Rank

    #2

    Today's Rank

    #2