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Shares in Nvidia, Oracle, CoreWeave and other artificial intelligence companies fell on Thursday after OpenAI told investors its annualised revenue run rate was about $50 billion at the end of September, below the $68 billion figure widely reported late last month.
Nvidia fell 3 per cent, Oracle 6 per cent and CoreWeave 8 per cent in intraday trading. Advanced Micro Devices and Broadcom each fell 5 per cent, with Intel and Super Micro Computer down 6 per cent.
The gap is a measurement difference rather than lost sales. A person familiar with the matter said the $68 billion figure included gross revenue from OpenAI's partners, and that the $50 billion number allows a more direct comparison with Anthropic.
3 reports filed for Friday 9 October 2026, compiled from company statements, registry filings and StartupFox reporting. Figures marked reported were not confirmed by the companies named.
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