OpenAI valuation drops over 4% amid CoreWeave sell-off

A revenue clarification from OpenAI rattled AI infrastructure stocks, while rival Anthropic's valuation moved the other way OpenAI ’s valuation slipped more than 4% as shares of CoreWeave, one of its most important infrastructure partners, sold off hard, according to CNBC. Over the same stretch, Anthropic ’s valuation climbed 2.4%. The chain reaction started with a number. In early October 2026, OpenAI told investors that its annualized revenue run rate stood at approximately $50 billion as of the end of September. Earlier estimates had pegged that figure at $68-70 billion. A gap of roughly $20 billion is not exactly a rounding error. The difference comes down to accounting. The higher figures reflected gross revenue that included partner contributions, a method used to make comparisons with competitors like Anthropic.

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