OpenAI和Anthropic披露的收入指标因信息不透明而引发华尔街交易员的广泛困惑。12关于两家公司真实增长情况的模糊数据已成为市场关注焦点，影响了投资者的信心判断。
对于OpenAI的财务表现，两份报道给出了不同的数字。其中一份报告称OpenAI 9月年化收入接近500亿美元，1预计到2026年底将增长至700亿美元；1而另一份报告则指出9月年化收入接近50亿美元，2该数字低于此前披露的金额。2这些不一致的数据进一步加剧了市场的困惑。包括Nvidia和Micron在内的AI芯片股因这些不确定的收入报告而下跌。1
OpenAI's revenue figures have created significant confusion among market participants and investors. According to Bloomberg reporting, OpenAI's annualized September revenue approached $500 billion 1, with projections that annualized revenue will reach $700 billion by the end of 2026 1. Financial Times reporting indicates OpenAI's September annualized revenue approached $50 billion, a figure that fell short of previously disclosed amounts 2. The lack of transparency surrounding how these two major artificial intelligence companies calculate and present their financial metrics has left traders struggling to assess actual growth prospects 12.
The opacity surrounding OpenAI and Anthropic's revenue reporting has reverberated across financial markets. Shares of AI chip manufacturers, including Nvidia and Micron, declined in response to these earnings disclosures 1, reflecting broader investor concern about the true health of the artificial intelligence sector. Wall Street traders have expressed skepticism about the reliability of the financial data provided by these companies, highlighting a fundamental credibility gap in market confidence 2.
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