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OpenAI's revenue, growth estimates fall short as company races toward IPO: Report

CNBC · Apr 28, 2026, 2:02 PM · Also reported by 1 other source

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  • Open AI has fallen short of its own revenue and user growth estimates, raising questions about whether the AI company can meet its massive data center spending plans, the Wall Street Journal reported on Monday.
  • Finance Chief Sarah Friar has expressed concerns over the company's ability to fund future compute agreements if the revenue slowdown continues, the outlet reported, citing sources familiar with the matter.

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Open AI has fallen short of its own revenue and user growth estimates, raising questions about whether the AI company can meet its massive data center spending plans, the Wall Street Journal reported on Monday.

Finance Chief Sarah Friar has expressed concerns over the company's ability to fund future compute agreements if the revenue slowdown continues, the outlet reported, citing sources familiar with the matter. According to the report, Friar is working with other executives to clamp down on costs as the board of directors more closely scrutinizes OpenAI's computing deals.

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