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OpenAI revenue run rate falls short, rekindling AI demand questions

OpenAI’s annualized revenue run rate was reported at roughly $50 billion, about $20 billion below earlier figures, and the article cites continued compute supply bottlenecks as a limiting factor.

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MarketBeat Ratings highlights that an October report put OpenAI’s annualized revenue run rate approaching $50 billion, roughly $20 billion below earlier reports, a gap that is being tied to uncertainty around AI growth expectations.

The piece argues that comparisons to prior forecasts may be flawed because OpenAI’s run rate did not include revenue from system partners, while an earlier forecast did.

MarketBeat Ratings also points to compute demand that it says continues to outstrip supply, with bottlenecks that could restrict capacity ramps over the coming years.

The outlet cites OpenAI’s annualized revenue run rate growing 77% during the third quarter, notes expectations for continued growth, and references forecasts that place the run rate at $70 billion or higher by year end.

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