OpenAI Fell Short of Its Own Targets as Compute Costs Piled Up: Report
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- OpenAI missed its internal target of 1 billion weekly active ChatGPT users by year‑end.
- Sarah Friar warned that $600 billion future data‑center contracts could outpace revenue.
- Anthropic now trades at a $1 trillion implied valuation on Forge Global, surpassing OpenAI’s $880 billion.
- Alice Li says the pressure is an internal rebalancing, not a broader market downturn.
- Markus Levin points out that only 44.8 million people globally have paying AI subscriptions.
Why it matters: OpenAI’s investors risk dilution as $600 billion data‑center contracts loom, while Anthropic’s shareholders gain from its $1 trillion valuation surge, accelerating a sector shift toward cost‑efficient models.
