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OpenAI trims 2026 revenue forecast by $20 billion, says Financial Times

The AI firm’s revised outlook could unsettle investors amid heavy infrastructure spending.

By Felo News Desk · Published

OpenAI told investors it now expects $50 billion in revenue for 2026, $20 billion less than the $70 billion projection reported a month earlier, Mashable said citing the Financial Times.

The downgrade comes as AI companies, including Anthropic, ramp up spending on data centers and related infrastructure, a trend the Financial Times described as "unprecedented".

Mashable noted that the earlier $70 billion figure was not supplied by OpenAI but derived from investors comparing OpenAI’s numbers with Anthropic’s, which includes cloud‑provider revenue that OpenAI excludes.

OpenAI raised $122 billion in March at an $852 billion valuation and is seeking an additional $30 billion at roughly $1.4 trillion, while CEO Sam Altman has delayed the company’s IPO to 2027, citing AI‑safety concerns.

Key facts

  • OpenAI now forecasts $50 billion in 2026 revenue. (mashable.com)
  • The forecast is $20 billion lower than a month‑old estimate of $70 billion. (mashable.com)
  • OpenAI raised $122 billion in March at an $852 billion valuation. (mashable.com)
  • The company is seeking an additional $30 billion at about $1.4 trillion valuation. (mashable.com)
  • CEO Sam Altman postponed the IPO to after 2026, citing safety concerns. (mashable.com)

Sources

  • [1] mashable.com — originally reported as “OpenAI to bring in $20 billion less than previously expected”

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