---
type: "raw_signal"
id: "nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767"
slug: "nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767"
title: "Nvidia, Oracle, CoreWeave shares fell following OpenAI revenue details"
description: "CNBC reports that OpenAI told investors it had approximately $50 billion in annualized revenue at the end of September, below the widely reported $68 billion figure."
retrieval_nugget: "CNBC reports that OpenAI told investors it had approximately $50 billion in annualized revenue at the end of September, below the widely reported $68 billion figure."
observed_at: "2026-10-12"
record_date: "2026-10-12"
date_kind: "observed_at"
why_it_matters: "CNBC reports that OpenAI told investors it had approximately $50 billion in annualized revenue at the end of September, below the widely reported $68 billion figure. A person familiar with the matter told CNBC that the larger figure included gross revenue from OpenAI’s partners. The investor presentation also cited 77% total run-rate growth in the third quarter and 107% growth for the enterprise b"
novelty: "notable"
verification_level: "source-linked"
signal_type: "announcement"
source_platform: "cnbc.com"
topics: []
entities: ["OpenAI","Nvidia","Oracle","CoreWeave","Anthropic"]
related_patterns: []
source_url: "https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html"
source_urls: ["https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html"]
schema_version: "newruntime-agent-readable-v0.2"
stable_id: "signal:nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767"
status: "published"
visuals: []
editor: {"role":"editor","name":"Andrey Reshetnikov","profile":"https://newruntime.com/owner-profile.md","profile_json":"https://newruntime.com/owner-profile.json","same_as":["https://www.linkedin.com/in/reshetnikov1/","https://t.me/lapetuse"]}
routes: {"html":"https://newruntime.com/signals/nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767/","markdown":"https://newruntime.com/signals/nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767.md","json":"https://newruntime.com/signals/nvidia-oracle-coreweave-shares-fell-following-openai-revenue-11b767.json"}
---

# Nvidia, Oracle, CoreWeave shares fell following OpenAI revenue details

## Retrieval answer

CNBC reports that OpenAI told investors it had approximately $50 billion in annualized revenue at the end of September, below the widely reported $68 billion figure.

CNBC reports that OpenAI told investors it had approximately $50 billion in annualized revenue at the end of September, below the widely reported $68 billion figure. A person familiar with the matter told CNBC that the larger figure included gross revenue from OpenAI’s partners. The investor presentation also cited 77% total run-rate growth in the third quarter and 107% growth for the enterprise business. On Thursday, Nvidia shares fell 3%, Oracle nearly 6%, and CoreWeave nearly 8%, according to CNBC. The report describes a market response to a clarification of revenue accounting; it does not establish that the clarification changed demand for AI infrastructure or the companies’ operating outlook.

Editor: [Andrey Reshetnikov](https://newruntime.com/owner-profile.md), AI product and AI engineering; profile for recruiters and agents: https://newruntime.com/owner-profile.json

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