Microsoft said in January that about 45% of its commercial backlog came from OpenAI. Oracle reports $664 billion in remaining performance obligations without naming a customer. Here is what each OpenAI partner has disclosed, what those numbers leave out, and where in a 10-K or 10-Q to look.
Oracle closed down 5.48% and CoreWeave 7.77% on Thursday after reports that OpenAI told investors its annualized revenue was about $50 billion, not the roughly $70 billion reported in September. Oil prices and bond yields also weighed on stocks, and SoftBank fell more than 6% in Tokyo on Friday.
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