OpenAI has recently missed its own projections for user growth and revenue, the WSJ reported.
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Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable.
Oracle
dropped about 7.5% in premarket trading Tuesday. Oracle has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations.
Chipmakers including Nvidia
Oracle reported lower-than-expected revenues in its quarterly earnings report released on Wednesday.
Oracle has become one of the biggest beneficiaries of the AI infrastructure boom, with its shares up 75% so far in 2025.
The cloud computing giant's revenue miss renews questions about its financial health
Oracle’s $300B deal with OpenAI drove a stock surge, but both companies could fail to deliver
Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to…
