OpenAI's annualized revenue reportedly nears $50 billion amid chip stock selloff

A post says a report putting OpenAI's annualized revenue $20 billion below prior estimates triggered a global semiconductor selloff, with Nvidia down 3% and Broadcom down 4% overnight. Another post puts revenue near $50 billion annualized, up from roughly $20 billion at the start of the year, and argues the discrepancy doesn't establish weaker AI demand. Both point to upcoming capital-spending guidance from major tech firms as a signal to watch.