OpenAI, a leading artificial intelligence research company, may not be generating as much revenue as some investors had expected, and this has led to a decline in artificial intelligence-related stocks on Wall Street. According to CNBC, OpenAI told its investors that its annualized revenue—essentially the current sales pace projected over a full year—would be close to $50 billion by the end of September. This is lower than previous estimates, which had suggested a figure closer to $70 billion. However, it is important to note that the $70 billion number does not come directly from OpenAI but is instead a comparison made by investors when trying to assess OpenAI's performance relative to another AI company, Anthropic. The difference between the two figures is more of a calculation issue than an actual loss in revenue. According to Benzinga, the estimates had been adjusted in August to about $40 billion, and then rose again to around $70 billion after OpenAI announced growth of more than 70 percent. Therefore, the $20 billion difference does not reflect a drop in sales but rather a shift in how the company's financial performance is being measured and compared. On the stock market, the impact of these revised estimates was noticeable. The Nasdaq Composite index closed down 1.25 percent, and the S&P 500 index fell by 0.47 percent, marking a second consecutive day of declines for both. Stocks related to AI chips and infrastructure were particularly affected. Nvidia lost nearly 3 percent of its value, while Intel and Oracle fell more than 5 percent. Advanced Micro Devices (AMD) also closed in the red. For CNBC, these developments may raise concerns among investors about whether the demand for artificial intelligence is strong enough to justify the large investments made by companies like OpenAI and Anthropic in infrastructure. The market is closely watching how these companies will perform as they continue to develop and scale their technologies.