OpenAI’nin Yıllık Gelir Tahmini Açığı Piyasaları Salladı: 20 Milyar Dolarlık Beklentiden Sapma

Kısaca

OpenAI’nin bu yılki gelir tahmini 50 milyar dolar olarak açıklandı; bu, önceki öngörü olan 70 milyar dolardan düşüşte. Piyasalarda ~20 milyar dolarlık fark nedeniyle teknoloji hisselerinde satış baskısı oluştu OpenAI, 1,4 trilyon dolar değerlemeyle yaklaşık 30 milyar dolar kredi turu görüşmeleri yürütüyor; etkileri izlenecek.

Ana mesele

OpenAI’nin bu yılki gelir tahmini, önceki işaretlerden 20 milyar dolar daha düşük kaldı.

Ne değişti?

İlk tahminden sapma büyüklüğü karşılaştırmalı olarak netleşti: 50 milyar dolar öngörüldü, önceki işaretler 70 milyar doları gösteriyordu.

Beni nasıl etkiler?

Yatırımcı güveni ve teknoloji hisseleri üzerinde kısa vadeli dalgalanma görüldü.

Ne oldu?

OpenAI’nin bu yıl için öngördüğü gelir, önceki tahminlerden 20 milyar dolar daha düşük çıktı.

Neden şimdi?

Yatırımcılar, karşılaştırmalı verilerde Anthropic gibi rakiplerle nasıl ölçüldüğünü incelemeye devam ediyor.

Neden önemli?

Piyasa güveni ve gelecek yatırım akışları için iş modellerinin netleşmesi kritik.

Kimler etkileniyor?

• yatırımcılar
• teknoloji hissesi yatırım portföyleri
• girişim finansmanı görüşmeleri

Sektör ve piyasa etkisi

Teknoloji hisseleri kısa vadede baskı altında kalabilir.

Riskler

• kısmi gelir gerilemesi beklentisiyle finansman şartlarında değişim

Takip edilmesi gerekenler

• OpenAI’nin gelecek açıklamaları
• Anthropic ve diğer rakiplerin gelir göstergeleri

Haberin tamamı

Forecasts of annual revenues by leading AI players are closely watched by markets as an indicator of overall demand for the tech, which is attracting huge investment. Photograph: Jeff Chiu/AP View image in fullscreen Forecasts of annual revenues by leading AI players are closely watched by markets as an indicator of overall demand for the tech, which is attracting huge investment. Photograph: Jeff Chiu/AP OpenAI OpenAI projected to bring in $20bn less in revenue than expected Questions raised over AI growth as ChatGPT maker forecasts this year’s revenue at $50bn, way below the $70bn signalled before

Prefer the Guardian on Google OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate in demand for AI.

The ChatGPT-maker company has told investors that its revenues for this year would reach $50bn (£37bn), a projection based on sales up to the end of September.

However, this is significantly less than the $70bn that it had signalled in information provided to investors last month, which was widely reported.

Forecasts of annualised revenues by the leading artificial intelligence players, including by OpenAI’s rival Anthropic , the maker of Claude, are closely watched by markets as an indicator of overall demand for a technology that is attracting huge investment.

OpenAI is in early-stage talks to raise $30bn in a funding round that values the business at about $1.4tn.

News of the $20bn gap buffeted US tech stocks on Thursday, with the tech-led Nasdaq closing down by 1.4%. Chip giant Nvidia fell 2.9%, Oracle was down 5.5% and Micron declined 4.8%.

The discrepancy arose from attempts by OpenAI investors to provide a more direct comparison with how projected revenue is measured by Anthropic, which hit $65bn in forecast revenue by the end of July.

Anthropic includes the revenue from sales via cloud partners, such as Amazon’s AWS and Google Cloud, while OpenAI does not.

Last month, Sam Altman, the chief executive of OpenAI, said that the company would not float on the stock market this year as had been expected , citing safety concerns over AI.

Altman’s decision followed cases of AI agents going rogue to hack external systems and AI ​safety researchers quitting their companies concerned about the technology’s risks.

Democrat and Republican politicians are calling for new rules to govern AI systems, after two researchers from Anthropic warned that the lightning pace of development of AI without safeguards could lead to the extinction of the human race .

Anthropic is expected to push ahead with plans for an initial public offering (IPO) as soon as next month.

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OpenAI’s most recent fundraising was in March when it closed a $122bn round of finance at a valuation of $852bn.

Two months later Anthropic announced it had raised $65bn, valuing the company at $965bn .

On Friday, it emerged that Masayoshi Son, the founder of Japanese investment company SoftBank, is seeking to raise up to $100bn from Gulf states as he scales up his already mammoth investments in AI.

SoftBank has aggressively pivoted toward AI, including making a $65bn investment in OpenAI, and discussions have been held with Gulf investors including the United Arab Emirates, the Financial Times reported.

Last month, SoftBank raised $11.1bn in the largest high-yield corporate bond sale globally on record, paying investors yields as high as 9.75%, to fund its bets on AI and semiconductor assets.

Kaynaklar

• The Guardian - World