Open AI schockiert die Anleger: Macht das Unternehmen viel weniger Umsatz, als die Börse glaubte?

A shocking revelation for investors: Open AI's annual revenue is reported to be 50 billion dollars, not the previously claimed 70 billion. This news sent shockwaves through tech company stocks on Thursday. The AI sector has become the American economy's lifeblood, with the performance of leading firms directly impacting the stock market.

The discrepancy in reported annualized revenue figures occurred because Open AI, during its initial reporting, used the higher benchmark set by Anthropic, a competitor. Anthropic disclosed an annualized revenue of 65 billion dollars by the end of July, compared to Open AI's 70 billion dollar figure. This discrepancy could have arisen due to Open AI's use of the more generous benchmark set by Anthropic.

While Anthropic provides detailed information on revenue generated from end-users such as Amazon AWS or Google Cloud, Open AI excludes the revenue share from its distribution partner, Microsoft Azure, from its calculations. The 20 billion dollar discrepancy has raised concerns about whether a potential KI (Artificial Intelligence) bubble has formed, with the U.S. stock market heavily influenced by the success of AI-related companies.

Both Open AI and Anthropic, which are privately held, have limited disclosure requirements, leaving investors with internal performance metrics that may not adhere to standard accounting regulations for publicly traded companies. The discrepancy in reported revenue figures has highlighted the challenges in assessing the true financial health of these AI giants, as their financial disclosures may not fully represent their actual performance.