OpenAI dismissed a WSJ report on missed targets as clickbait. Investors responded by selling Oracle, CoreWeave, SoftBank, and chip stocks. The real question is whether $600B in commitments still works.

One executive told employees that OpenAI may be unable to fund future computing contracts.

Chief Financial Officer Sarah Friar has warned internally that the company may struggle to meet future computing obligations if revenue growth does not accelerate, according to…