AI is changing the world. Don't stay behind. Clear summaries, community insight, delivered without the noise. Subscribe to never miss a beat.

Privacy

Contact

Back to all news

openai ai-infrastructure chipmakers revenue-targets

OpenAI misses revenue, is the AI bubble bursting?

OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

cnbc.com

April 28, 2026

3 min read

🔥🔥🔥🔥🔥

44/100

Summary

OpenAI reportedly missed internal revenue targets, causing shares of Oracle to drop 4% and chipmakers Broadcom and Advanced Micro Devices to decline by 4% and 3%, respectively. Nvidia's shares also fell by more than 1%.

Key Takeaways

OpenAI reportedly missed its internal growth expectations for user growth and revenue, raising concerns about its financial sustainability.
Shares of Oracle fell 4% following the report, while chipmakers Broadcom and AMD declined by 4% and 3%, respectively.
OpenAI closed a record-breaking $122 billion funding round at a post-money valuation of $852 billion.
Competition in enterprise AI is intensifying, with companies like Anthropic and Google's Gemini gaining traction among corporate customers.

Read original article

Community Sentiment

Mixed

Positives

AI's inherent parallelism offers significant scalability potential, suggesting that future advancements in model performance could continue despite current challenges.
Claude and Claude Code remain valuable tools for corporate users, indicating a level of resilience in demand despite recent performance concerns.

Concerns

OpenAI's current valuation and revenue targets are seen as speculative, raising doubts about the sustainability of its business model in the long term.
Concerns are growing that companies may struggle to make substantial improvements to their AI models as market pressures increase.