OpenAI reports "incredibly positive" vibe as shareholder value sinks
OpenAI is experiencing a decline in shareholder value despite maintaining a positive outlook on its computing capabilities. Investors are concerned about the company's ability to manage its computing needs amid rising costs and a potential AI infrastructure bubble. The situation highlights the challenges OpenAI faces in balancing its ambitious growth plans with financial sustainability.
- ▪OpenAI's shareholder value has decreased, affecting its investors including SoftBank and Oracle.
- ▪The company's CFO has raised concerns about future computing costs if sales do not increase.
- ▪There are growing worries about an AI infrastructure bubble as companies plan significant investments in data centers and chips.
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OpenAI reports "incredibly positive" vibe as shareholder value sinks Jason Weisberger 9:09 am Tue Apr 28, 2026 Sam Altman. Photo: jamesonwu1972 / Shutterstock It becomes increasingly apparent that OpenAI is high on its own fumes. Celebrating "more compute" as something other than "a money incinerator" as its investors feel the pain. Shares of several OpenAI backers and partners including SoftBank Group Corp., Oracle Corp. and CoreWeave Inc. sank on the news Tuesday. The Journal also reported that OpenAI Chief Financial Officer Sarah Friar has expressed concern that the company may not be able to afford its future computing needs if sales don't grow fast enough.
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