OpenAI Investors–Nvidia, Oracle, More–Fall After AI Giant Misses Revenue Target

BreakingBusinessOpenAI Investors—Nvidia, Oracle, More—Fall After AI Giant Reportedly Misses Revenue TargetByTy Roush,Forbes Staff. Ty Roush is a breaking news reporter based in New York City.Follow AuthorApr 28, 2026, 09:24am EDT--:-- / --:--This voice experience is generated by AI. Learn more.This voice experience is generated by AI. Learn more.ToplineShares 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. Getty ImagesKey FactsOpenAI 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 SoftBank (11.9%). if (!window.cnxel) { window.cnxel = {}; window.cnxel.cmd = []; var iframe = document.createElement('iframe'); iframe.style.display = 'none'; iframe.onload = function() { var iframeDoc = iframe.contentWindow.document; var script = iframeDoc.createElement('script'); script.src = '//cd.elements.video/player.js?cid=62cec241-7d09-4462-afc2-f72f8d8ef40a'; script.setAttribute('defer', '1'); script.setAttribute('type', 'text/javascript'); iframeDoc.body.appendChild(script); }; document.head.appendChild(iframe); const preloadResourcesEndpoint = 'https://cds.elements.video/a/preload-resources-ovp.json'; fetch(preloadResourcesEndpoint, { priority: 'low' }) .then(response => { if (!response.ok) { throw new Error('Network response was not ok', preloadResourcesEndpoint); } return response.json(); }) .then(data => { const cssUrl = data.css; const cssUrlLink = document.createElement('link'); cssUrlLink.rel = 'stylesheet'; cssUrlLink.href = cssUrl; cssUrlLink.as = 'style'; cssUrlLink.media = 'print'; cssUrlLink.onload = function() { this.media = 'all'; }; document.head.appendChild(cssUrlLink); const hls = data.hls; const hlsScript = document.createElement('script'); hlsScript.src = hls; hlsScript.setAttribute('defer', '1'); hlsScript.setAttribute('type', 'text/javascript'); document.head.appendChild(hlsScript); }).catch(error => { console.error('There was a problem with the fetch operation:', error); }); } Chief CriticOpenAI spokesperson Steve Sharpe called the Journal’s report “clickbait” in a statement to Forbes. Sharpe said OpenAI’s business is “firing on all cylinders,” adding its consumer strength is starting to show up in revenue and…

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