Tish tosch, what is a mere $20B difference between friends?
OpenAI apparently cannot decide how it wants to communicate its annual sales numbers to outsiders >> first it was ~$70B, now its ~$50B...
The difference is due to OpenAI wanting to provide #'s comparable to those provided by Anthropic who counts sales from cloud partners as topline revenue.
Why it matters >> news of the $20B difference sent tech stocks down - Nvidia, Oracle, Micron all declined. https://www.theguardian.com/technology/2026/oct/09/openai-forecast-revenue-gap #AI #OpenAI #Anthropic #Revenue #ARR #StockMarket #Cloud #AnnualRevenue #IPO #Investing #Investors