Story
OpenAI misses revenue, is the AI bubble bursting?
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Overview
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%.
Summary from cnbc.com.
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Community reactions
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Hacker News · cnbc.com
Hacker News discussion ↗
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Based on 5 sampled comments from this thread. Analyzed 2026-04-29.
- Praise: AI's inherent parallelism offers significant scalability potential, suggesting that future advancements in model performance could continue despite current challenges.
- Praise: Claude and Claude Code remain valuable tools for corporate users, indicating a level of resilience in demand despite recent performance concerns.
- Concern: OpenAI's current valuation and revenue targets are seen as speculative, raising doubts about the sustainability of its business model in the long term.
- Concern: Concerns are growing that companies may struggle to make substantial improvements to their AI models as market pressures increase.