The $20 billion gap that shook AI stocks reveals a problem with the industry’s numbers

OpenAI says its annualized revenue run rate is about $50 billion, not the $70 billion cited in earlier reports. The dispute highlights how a widely followed metric can shape investor sentiment even when the underlying figures are difficult to compare.

Oct 11, 2026 - 15:00
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The $20 billion gap that shook AI stocks reveals a problem with the industry’s numbers
OpenAI says its annualized revenue run rate is about $50 billion, not the $70 billion cited in earlier reports. The dispute highlights how a widely followed metric can shape investor sentiment even when the underlying figures are difficult to compare.

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