OpenAI projected to bring in $20bn less in revenue than expected for header

Read the original at The Guardian ↗
The Guardian · collected 2026-10-09 · by Mark Sweney

Quick Summary

OpenAI has revised its projected revenue for this year to approximately $50 billion, which is $20 billion lower than previously stated to investors last month. This reduction reflects a reassessment of market demand and includes discussions about how revenue from cloud partners like Amazon’s AWS and Google Cloud should be accounted for differently compared to rival Anthropic. The discrepancy has affected US tech stocks, with the Nasdaq closing down by 1.4% on Thursday and significant declines in companies like Nvidia, Oracle, and Micron.
Written locally by qwen2.5:14b on 2026-10-09, using this article's own text rather than the other coverage of the same event (that is the story summary below).

AI analysis runs on qwen2.5:14b, locally

Story summary

OpenAI recently announced that it will generate $50 billion in revenue this year, significantly less than the previously indicated $70 billion, causing concern about the rapid growth of AI demand. This discrepancy was reported last month when Sam Altman, OpenAI's CEO, stated that the company would not go public due to safety concerns over AI technology. The revised projections have affected US tech stocks; on Thursday, the Nasdaq closed down by 1.4%, with notable declines for companies like Nvidia (2.9%), Oracle (5.5%), and Micron (4.8%). These revisions come amid discussions of a potential $30 billion funding round that would value OpenAI at about $1.4 trillion, highlighting the significant financial stakes in AI development.

Written for “OpenAI Revenue Forecast Downgraded” on 2026-10-09, grounded in this article and the 0 other(s) covering the same event.
Why this leaning score
This article does not take a side on a contested political question, so it has no leaning score. That is an answer rather than a gap: a match report or a rescue can be warmly or critically written without being left or right, and scoring it anyway is how approval of a subject gets recorded as a political position.
No political leaning scored for article 67813 · logged 2026-10-09

Signals How these are calculated →

Claims extracted
14
claim-shaped sentences
Uncertain
7%
1 of 14 hedged
Leaning
not political
takes no side on a contested political question
Correction & hedging signals
68.4
corrections and hedging in what we collected; not a measure of accuracy
Outlets on this story
1
Economy/Business
Narrative spread
1
articles carrying this framing
Analyzed 2026-10-09 · how these are computed

Story

📰 OpenAI Revenue Forecast Downgraded
Economy/Business · 1 article(s) covering the same event.

How this is being covered How these are calculated →

Article leaning vs. publisher reliability
Source leaning vs. consistency

Compared with similar articles

Nothing to compare against. No article is close enough to this one for the pipeline to have linked or judged the pair.

Publisher

The Guardian · 1546 article(s) · 4 correction(s) detected
Running correction rate · 4 correction(s)
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Who wrote this

Mark Sweney
10 article(s) here · 1 carrying a prediction
🔮 OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI.
🔮 The 10-year agreement will extend O2’s relationship until at least 2038.
🔮 “In the final months of the programme, it’s critical that customers take action when contacted about the switchover – failing to do so could result in the loss of their services when the outdated network retires.”
🔮 The drawdown of reserves from some of the world’s largest economies will be coordinated by the International Energy Agency (IEA) and will take place within four months, according to France’s president, Emmanuel Macron.
🔮 The BBC has started a redundancy process in its TV and streaming division, heightening staff fears that Matt Brittin will announce the closure of the poorly performing BBC Three and BBC Scotland channels next week.
🔮 “They would take over the running of the operations I would expect.
🔮 The boss of the chipmaker Nvidia has said AI will not develop to a point that will lead to the extinction of the human race within a few years, rejecting such assertions as overblown “doomsday narratives”.
🔮 Retail sales across Great Britain unexpectedly rose last month, the latest economic indicator to defy gloomy forecasts as the chancellor, John Healey, prepares to present next month’s budget.
2026-09-18 · assertive framing · Retail sales bounce back across Great Britain
🔮 As well as ad sales for Channel 5 – Paramount’s biggest ad sales business in the UK – Channel 4 will also be responsible for promotional slots with brands including MTV, Comedy Central and Nickelodeon.
🔮 The latest product, Oura Ring 5, went on sale in May at $399 and is 40% smaller than its predecessor.
Also by Mark Sweney
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 10 articles by Mark Sweney →

Topics

Anthropic ChatGPT Claude Nasdaq OpenAI

Subjects

OpenAI ORG · 7× Anthropic ORG · 5× AWS ORG · 1× Amazon ORG · 1× ChatGPT ORG · 1× Google Cloud ORG · 1× Micron ORG · 1× Nasdaq ORG · 1× Nvidia ORG · 1× Oracle ORG · 1×

Narrative

Last month, Sam Altman, the chief executive of OpenAI, said that the company would not float on the stock market this year as had been expected, citing safety concerns over AI. Altman’s decision followed cases of AI agents going rogue to hack external systems and AI safety researchers quitting their companies concerned about the technology’s risks.
framing: assertive · carried by 1 article(s) · first seen 2026-10-09
🔮 OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI.
2026-10-09 · The Guardian
OpenAI projected to bring in $20bn less in revenue than expected for header · assertive framing

Claims (14 extracted, 1 hedged)

OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI. asserted
it → reveal → AI
The ChatGPT-maker company has told investors that its revenues for this year would reach $50bn (£37bn), a projection based on sales up to the end of September. asserted
revenues → tell → September
However, this is significantly less than the $70bn that it had signalled in information provided to investors last month, which was widely reported. asserted
which → signal → investors
Forecasts of annualised revenues by the leading artificial intelligence players, including by OpenAI’s rival Anthropic, the maker of Claude, are closely watched by markets as an indicator of overall demand for a technology that is attracting huge investment. asserted
that → lead → investment
OpenAI is in early-stage talks to raise $30bn in a funding round that values the business at about $1.4tn. asserted
that → raise → 1.4tn
News of the $20bn gap buffeted US tech stocks on Thursday, with the tech-led Nasdaq closing down by 1.4%. asserted
Nasdaq → buffet → %
Chip giant Nvidia fell 2.9%, Oracle was down 5.5% and Micron declined 4.8%. asserted
Micron → fall → ?
The discrepancy arose from attempts by OpenAI investors to provide a more direct comparison with how projected revenue is measured by Anthropic, which hit $65bn in forecast revenue by the end of July. asserted
which → arise → July
Anthropic includes the revenue from sales via cloud partners, such as Amazon’s AWS and Google Cloud, while OpenAI does not. asserted
OpenAI → include → AWS
Last month, Sam Altman, the chief executive of OpenAI, said that the company would not float on the stock market this year as had been expected, citing safety concerns over AI. Altman’s decision followed cases of AI agents going rogue to hack external systems and AI safety researchers quitting their companies concerned about the technology’s risks. asserted
researchers → say → risks
Democrat and Republican politicians are calling for new rules to govern AI systems, after two researchers from Anthropic warned that the lightning pace of development of AI without safeguards could lead to the extinction of the human race. uncertain
pace → call → race
Anthropic is expected to push ahead with plans for an initial public offering (IPO) as soon as next month. asserted
Anthropic → expect → month
OpenAI’s most recent fundraising was in March when it closed a $122bn round of finance at a valuation of $852bn. asserted
it → close → 852bn
Two months later Anthropic announced it had raised $65bn, valuing the company at $965bn. asserted
it → announce → 965bn
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