How high are OpenAI’s compute costs? Possibly a lot higher than we thought

Market Intelligence Analysis

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Why This Matters

A recent analysis suggests that OpenAI's compute costs may be significantly higher than previously estimated, potentially exceeding $1 billion annually, which could impact the company's financial sustainability and valuation.

Market Impact

Market impact analysis based on bearish sentiment with 74% confidence.

Sentiment
Bearish
AI Confidence
74%

Article Context

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Inference inferred, revenue reconstructed, cash burn quantified

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Full article on Financial Times
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Original article published by Financial Times on November 12, 2025.
Analysis and insights provided by AnalystMarkets AI.