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OpenAI Projects $70 Billion Revenue by 2026 After Clarifying Current Figures

The AI maker clarified its September annualized revenue was roughly $50 billion, correcting prior reports and easing investor concerns about growth rates.

6 publishers · 13 articles · first seen 8 Oct 2026 · updated 28d ago

Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made

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The odds

How the odds moved · Will OpenAI's IPO valuation be between $1.0T and $1.25T?
0%50%100%7%14 Sept, 20:47 UTCnowNews Feed: The hazy OpenAI growth metric driving Wall Street · 9 Oct, 20:57 UTCBloomberg Technology: OpenAI's $70B Run Rate Meets AI's Infrastructure Challenge · 9 Oct, 18:54 UTCBloomberg.com: Bloomberg Intelligence: OpenAI Expects $70 Billion (Podcast) · 9 Oct, 17:03 UTCBloomberg Technology: OpenAI Targets $70 Billion in Annualized Revenue by Year-End · 9 Oct, 13:42 UTCThe Guardian: OpenAI projected to bring in $20bn less in revenue than expected · 9 Oct, 08:06 UTCBloomberg Technology: OpenAI Expects $70 Bln Annualized Revenue by End of 2026 · 9 Oct, 07:19 UTCBloomberg Technology: OpenAI Expects $70 Billion in Annualized Revenue by End of 2026 · 9 Oct, 01:43 UTCQuartz: Nvidia and Micron stocks bounce after OpenAI projects $70 billion in revenue by year-end · 9 Oct, 13:34 UTCQuartz: OpenAI is still projecting $70 billion in annualized revenue by end of 2026 · 9 Oct, 11:40 UTCQuartz: Nasdaq futures rise after AI stocks' worst day since mid-August · 9 Oct, 11:20 UTCtheinformation.com: OpenAI ARR Snafu Highlights Flawed Metric · 9 Oct, 00:00 UTCtheinformation.com: OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports · 8 Oct, 22:59 UTCHacker News: OpenAI annualised revenues $20B less than previously signalled · 8 Oct, 16:45 UTC

Each tick is a source publishing on this story

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The story so far

6 publishers have covered this in 13 articles since 8 Oct 2026. Hacker News published first, on 8 October at 16:45 UTC; theinformation.com followed 6h 14m later. The most recent article, from News Feed, appeared on 9 October at 20:57 UTC.

Outlets reporting it: Bloomberg Technology (major outlet), The Guardian (major outlet), News Feed (major outlet), Hacker News, theinformation.com, Quartz.

3 prediction markets price this story:

  • Will OpenAI's IPO valuation be between $1.0T and $1.25T? — the market puts it at 7%, with $1k traded in the last 24 hours, closing 1 Jul 2027. The market resolves based on OpenAI's implied equity valuation at its IPO, calculated by multiplying the final share price by the total fully diluted shares outstanding as stated in the SEC prospectus. The outcome is Yes if this valuation falls between $1.0 trillion and $1.25 trillion, and No otherwise.
  • Will OpenAI's valuation hit (HIGH) $1.25T by December 31? — resolved “Yes” on 23 Oct 2026. The market resolves to Yes if Nasdaq Private Market reports a valuation of at least $1.25 trillion for OpenAI on any date through December 31, 2026. If no such data appears by January 1, 2027, the resolution relies on the last available NPM figures or public market capitalization if an IPO occurs. Readers often mistake the linked news story about revenue for the valuation metric required for resolution.
  • Will OpenAI announce bankruptcy by December 31, 2027? — the market puts it at 7%, with $209 traded in the last 24 hours, closing 1 Jan 2028. The market resolves to Yes if OpenAI announces bankruptcy through official channels or credible reporting by December 31, 2027, at 11:59 PM ET. It resolves to No if no such announcement occurs by that deadline. Readers often mistake the linked story about a safety leader quitting for a bankruptcy filing, but that event does not count toward resolution.

Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.

How it unfolded

Every source in the order it published, with the odds on Will OpenAI's IPO valuation be between $1.0T and $1.25T? at that moment. A dash means the source published before we started tracking prices.

  1. Hacker NewsOpenAI annualised revenues $20B less than previously signalled12%
  2. theinformation.comOpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports12%
  3. theinformation.comOpenAI ARR Snafu Highlights Flawed Metric4%▼8 points since the previous source
  4. Bloomberg TechnologyOpenAI Expects $70 Billion in Annualized Revenue by End of 20264%
  5. Bloomberg TechnologyOpenAI Expects $70 Bln Annualized Revenue by End of 20264%
  6. The GuardianOpenAI projected to bring in $20bn less in revenue than expected4%
  7. QuartzNasdaq futures rise after AI stocks' worst day since mid-August4%
  8. QuartzOpenAI is still projecting $70 billion in annualized revenue by end of 20264%
  9. QuartzNvidia and Micron stocks bounce after OpenAI projects $70 billion in revenue by year-end4%
  10. Bloomberg TechnologyOpenAI Targets $70 Billion in Annualized Revenue by Year-End4%
  11. Show 3 later sources
    1. Bloomberg.comBloomberg Intelligence: OpenAI Expects $70 Billion (Podcast)4%
    2. Bloomberg TechnologyOpenAI's $70B Run Rate Meets AI's Infrastructure Challenge4%
    3. News FeedThe hazy OpenAI growth metric driving Wall Street4%
  12. Current odds7%

Sources

Every article we clustered into this story. Headlines link to the publisher.

  1. The hazy OpenAI growth metric driving Wall Street News Feed ·
  2. OpenAI's $70B Run Rate Meets AI's Infrastructure Challenge Bloomberg Technology ·
  3. Bloomberg Intelligence: OpenAI Expects $70 Billion (Podcast) Bloomberg.com ·
  4. OpenAI Targets $70 Billion in Annualized Revenue by Year-End Bloomberg Technology ·
  5. OpenAI projected to bring in $20bn less in revenue than expected The Guardian ·
  6. OpenAI Expects $70 Bln Annualized Revenue by End of 2026 Bloomberg Technology ·
Show 7 more sources
  1. OpenAI Expects $70 Billion in Annualized Revenue by End of 2026 Bloomberg Technology ·
  2. Nvidia and Micron stocks bounce after OpenAI projects $70 billion in revenue by year-end Quartz
  3. OpenAI is still projecting $70 billion in annualized revenue by end of 2026 Quartz
  4. Nasdaq futures rise after AI stocks' worst day since mid-August Quartz
  5. OpenAI ARR Snafu Highlights Flawed Metric theinformation.com
  6. OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports theinformation.com
  7. OpenAI annualised revenues $20B less than previously signalled Hacker News

Related prediction markets

Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right

  • Polymarket Will OpenAI's IPO valuation be between $1.0T and $1.25T? 7% +1 $1k 24hends 1 Jul 2027

    Does the market have this right?

    Wrong market?

  • Resolved Will OpenAI's valuation hit (HIGH) $1.25T by December 31? Yes 15d ago

    The market favoured Yes at 100% a day out, and it won. How often it's right

    Wrong market?

  • Polymarket Will OpenAI announce bankruptcy by December 31, 2027? 7% $209 24hends 1 Jan 2028

    Does the market have this right?

    Wrong market?

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