By Ty Roush
Publication Date: 2026-04-28 13:24:00
Topline
Shares of OpenAI’s investors and partners stumbled in early trading on Tuesday, after the Wall Street Journal reported the AI giant missed internal revenue and user growth projections, raising concerns among executives that OpenAI may be unable to pay for future contracts.
One executive told employees that OpenAI may be unable to fund future computing contracts.
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Key Facts
OpenAI missed an internal goal of one billion weekly active users for ChatGPT by the end of 2025, as well as several monthly revenue targets earlier this year after losing some of its market share to Anthropic, the Journal reported, citing people familiar with the matter.
Sarah Friar, OpenAI’s chief financial officer, reportedly disclosed to other company leaders concerns the firm may be unable to pay for future computing contracts if revenue growth fails to accelerate.
Friar has also expressed caution about OpenAI’s plans to go public by the end of the year, warning the company may be unable to meet the reporting standards required of a public company, while CEO Sam Altman prefers an aggressive timeline, according to the Journal.
“[This] raises questions about whether [OpenAI] can fulfill its massive infrastructure obligations,” Adam Crisafulli, an analyst for Vital Knowledge, wrote in a note Tuesday.
The report pulled back shares of some of OpenAI’s largest investors and partners, including Nvidia (down 3%), Microsoft (1%), Broadcom (4%), CoreWeave (7.1%), Oracle (6.5%) and…
