# OpenAI's Annualized Revenue Is 0 Billion Below Earlier Signals, FT Reports; AI Stocks Slide

*2026-10-09 10:01 UTC · AI · 1 min read*

> OpenAI told investors its run rate was nearly $50 billion, not about $70 billion, hitting chip and AI stocks.

OpenAI told investors its annualized revenue reached almost $50 billion in September, about $20 billion below the roughly $70 billion run rate it had signaled earlier, the Financial Times reported on Thursday. Reuters could not independently verify the report, and OpenAI did not immediately comment.

A person familiar with the matter said the gap mostly came from trying to compare OpenAI directly with rival Anthropic. Anthropic counts sales made through cloud partners such as AWS and Google Cloud, while OpenAI does not. Annualized run rate is also a loose metric, since it typically multiplies one month's revenue by 12.

The report hit AI-linked stocks: Arm, Intel and Marvell fell more than 6%, Micron over 5%, and the Nasdaq Composite closed down about 1.3%, according to Yahoo Finance. It lands as both OpenAI and Anthropic prepare to go public.

## Sources

- [investing.com](https://www.investing.com/news/stock-market-news/openais-annualized-revenue-20-billion-less-than-previously-signaled-ft-reports-4939854)
- [finance.yahoo.com](https://finance.yahoo.com/markets/live/stock-market-today-thursday-october-8-dow-sp-500-nasdaq-080537884.html)

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TechTools News · https://techtools.cz/tools/news/article/2488-openai-s-annualized-revenue-is-0-billion-below-earlier-signals-ft-reports-ai
Česká verze: https://techtools.cz/tools/news/clanek/2562-anualizovane-trzby-openai-jsou-o-20-miliard-nize-nez-se-naznacovalo-pise-ft