OpenAI revenue gap sparks AI stock sell-off

Investors got two very different snapshots of OpenAI’s sales pace: nearly $50 billion in annualized net revenue, versus the $68 billion figure widely reported earlier that included partner revenue. The accounting difference isn’t an $18 billion vanishing act, but it was enough to send AI-linked shares lower and renew doubts about whether rapid growth can justify sky-high valuations and immense computing costs.
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