AI economics: OpenAI losses vs CoreWeave demand
WSJ-reported figures show OpenAI losing more than it earns, while CoreWeave says capacity is sold out through 2027.
What we know
Market news accounts cite the WSJ that OpenAI's Q3 adjusted operating loss rose to about $10.9B on roughly $10B revenue, with margin improving to -109%. CoreWeave said it is largely sold out through 2027 with demand 10x capacity, and expects no impact from regulatory shifts. One market commentator predicts a chain of datacenter, memory and GPU order cancellations (speculative). Another post notes GPU financing is shifting to prepayments.
What people are posting
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“OpenAI's adj. operating loss rose to ~$10.9B in Q3”
View post →“CoreWeave says it's 'largely sold out through 2027'”
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