[Digital Today reporter Chi-gyu Hwang (황치규)] Shares of AI-related companies including Nvidia, Oracle and CoreWeave fell after OpenAI’s actual revenue scale was confirmed to be lower than numbers known in the market. CNBC reported on Oct. 8 that OpenAI told investors its annualised revenue run rate was about $50 billion as of late September.

That is lower than the $68 billion figure that spread widely late last month. A person familiar with OpenAI said the $68 billion included total revenue of OpenAI partners, and that $50 billion is a more direct figure for comparison with rival Anthropic.

OpenAI also presented its financial status in an investor presentation. OpenAI’s overall annualised growth rate for the third quarter was 77 percent, and its annualised growth rate for its enterprise business over the same period was 107 percent.

OpenAI is also under pressure to justify a $852 billion valuation. OpenAI confidentially submitted draft IPO documents to regulators in June, and executives have suggested they have a listing in mind in 2027.

Separately, OpenAI is in early-stage discussions about raising new investment. The fundraising size is talked about at $30 billion but could change, and the term sheet has not yet been finalised.

OpenAI completed a $122 billion fundraising in March. Chief financial officer Sarah Friar said last week that OpenAI still has very ample capital.