OpenAI came out in defense of its own performance this Tuesday (28), by rebutting concerns about the pace of sales growth. The company stated that operations aimed at consumers and corporate clients are “operating at full steam”, despite a report pointing out that the AI startup did not meet internal targets.
The creator of ChatGPT said that she continues to see an increase in demand from companies and in her still embryonic advertising business. “The internal climate is incredibly positive,” said the company in a statement. On Monday night (27), the Wall Street Journal published that OpenAI fell below several internal targets, at a time when rivals are gaining ground. The company classified the report as “prime clickbait”.
The news dropped the shares of some of OpenAI’s main investors and partners this Tuesday, such as SoftBank, Oracle and CoreWeave. According to the JournalOpenAI’s chief financial officer (CFO), Sarah Friar, reportedly expressed concern that the company would not be able to cover its computing needs in the future if revenue did not accelerate.
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The market movements reinforce OpenAI’s central role in a complex web of investments and partnerships with large cloud providers and chip manufacturers. Investors were already more suspicious about a possible AI infrastructure “bubble”, questioning the plans of OpenAI and other big techs to spend hundreds of billions of dollars in the coming years on data centers and chips.
In this Tuesday’s statement, OpenAI reinforced that it sees the expansion of computing capacity as “the great enabler”, allowing “to deliver a better product experience to our customers”.
At the beginning of the month, as found by the BloombergOpenAI told investors that its early moves to turbocharge its computing infrastructure have given it a key advantage over Anthropic, just as its rival is gaining ground.
Even before the matter of Journalhowever, the company had already been adopting a more cautious stance when investing in infrastructure.
Recently, OpenAI announced the pause of a project in the United Kingdom. Microsoft also agreed to lease data center capacity at a site in Norway that was originally going to be used by OpenAI itself. In March, the Bloomberg revealed that Oracle and OpenAI have backed out of expanding a large AI data center in Texas after negotiations over financing dragged on.
CoreWeave, in turn, made a point of remembering this Tuesday that OpenAI is just one of its partners. In a statement, the company stated that it also serves Google (Alphabet), Meta, Anthropic and Microsoft, among others, and highlighted that “the demand for computing continues to grow”.
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