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

Posts citing Financial Times reporting say OpenAI's annualized revenue was nearing $50 billion at the end of September, not the roughly $70 billion investors had circulated after adjusting figures to compare the company with Anthropic. Commentators split on what that means for AI infrastructure, with some arguing one lab's accounting does not change broader demand for chips, networking and power. CNBC reports shares of Nvidia, Oracle and CoreWeave fell after the revenue report.