오픈AI 매출 전망 흔들리자 기술주 전반 우수수…AI 산업 ‘순환구조’ 위험성 재부각

A Financial Times report revealed that OpenAI's annual revenue last month was only 500 billion dollars, significantly lower than the 700 billion dollar figure previously reported. This lower-than-expected revenue has triggered a sharp decline across various sectors of the artificial intelligence industry. Companies like Micron, SanDisk, Siagate, Western Digital, and SK Hynix have all fallen, with losses ranging from -4.79% to -4.35%.

The issue lies in the fact that OpenAI's revenue projection was based on a flawed aggregation method, which underestimated the actual revenue. This discrepancy raises concerns about the growth of semiconductor demand and the availability of investment funds for AI infrastructure. Analysts caution that this could have a ripple effect on other AI-related companies, affecting their infrastructure investments and overall financial health.