OpenAI is beating its own forecasts, adding more fuel to the AI investment supercycle, analysts say

Source: Business Insider

OpenAI's DevDay conference in San FranciscoAlistair Barr/Business InsiderOpenAI revenue growth is surpassing its own forecasts, according to a deep dive by Barclays. New revenue streams like advertising and AI agents could boost OpenAI's revenue. These signs of acceleration could fuel AI infrastructure spending, the analyst said.