#OpenAIRevenueVsSpend

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About OpenAIRevenueVsSpend

The Financial Times reported that OpenAI's annualized revenue run rate neared $50B at end-September, versus a previously cited ~$70B. The gap reflects how cloud-partner sales are counted, not an actual revenue decline. Nvidia and Broadcom shares fell as oil prices and Treasury yields rose. Broadcom is reportedly in talks to arrange over $50B to finance OpenAI's custom chip purchases; terms remain unsettled. Can AI revenue growth justify rising valuations and compute spending?