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According to the Financial Times, OpenAI told investors its annualized revenue was near $50 billion at the end of September, far from the roughly $70 billion reported earlier, and on October 8, 2026, Oracle, CoreWeave, Nvidia and other AI-linked companies fell sharply.
As of 23 September 2026 Anthropic slots cheap Opus 5.5 before an expected autumn IPO; OpenAI delays listing to 2027 (Altman: “ill-advised” moment) while shipping Sol and Luna. Same product race, different capital calendars.
September 2026 headlines collide: Mashable says OpenAI files for IPO, while other reports cite Anthropic delays and OpenAI cash burn. Unverified claims must be flagged and reconciled with Altman’s prior ‘no IPO in 2026 for safety’ stance.
In September 2026 Sam Altman reiterated that OpenAI will not list this year because it would be an “ill-advised” moment given safety focus; CFO Sarah Friar had privately pointed employees to 2027 as the public-company horizon.
Alongside the R&D metrics release, September 2026 coverage reinforces expectations of a possible Anthropic IPO later in the year; cited valuations (~$1.4–2T) are market expectations, not a line-by-line verified prospectus.