OpenAI projected to bring in $20bn less in revenue than expected
TL;DR
Questions raised over AI growth as ChatGPT maker forecasts this year’s revenue at $50bn, way below the $70bn signalled before Business live – latest updates 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 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.
Nauti's Take
For teams planning long-term AI spend, the revenue gap is primarily a verification task: which assumptions about usage, seats, API volume, and pricing support the business case? Before treating the figure as evidence of weaker demand, check OpenAI’s original investor statements and the forecast definition.
One media report is too thin a basis for changing a roadmap.
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