Noesion Radarnoesion.ai
Market2026-10-08

OpenAI told investors it hit $50B in annualized revenue at end of September. The figure is lower than the $68B widely reported last month. The $68B included gross revenue from OpenAI’s partners. AI stocks like Nvidia, Oracle and CoreWeave fell on the news. Nvidia dropped 3%, Oracle nearly 6%, CoreWeave nearly 8%. AMD, Broadcom, Intel and Super Micro also declined. OpenAI’s update came in an investor presentation. It also reported 77% total run rate growth in Q3. Enterprise run rate grew 107% in the same period.

What changed

Widely reported $68B annualized revenue figure included partner gross revenue.

  • $50B annualized revenue at end of September
  • $68B figure included partner gross revenue
  • 77% total run rate growth in Q3
  • 107% enterprise run rate growth in Q3

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