OpenAI Reportedly Missed Revenue and User Targets -- These 2 Stocks Could Be Big Winners
OpenAI reportedly missed its internal revenue and user growth targets by the end of 2025, with competitors like Google and Anthropic gaining market share. Alphabet and Amazon, which have invested in Anthropic, could be big winners as a result.
OpenAI is facing challenges as it reportedly missed its internal benchmarks on revenue and user growth by the end of 2025. The company's chief financial officer, Sarah Friar, has expressed concerns about affording its current computing resource contracts. OpenAI's competition is gaining momentum, with Google's Gemini 3 and Anthropic's enterprise-level solutions taking market share. Alphabet and Amazon, which own stakes in Anthropic, could benefit from OpenAI's shortfall. Anthropic has seen significant success, with 30.6% of U.S. companies paying for its services, and has received increased investments from Alphabet and Amazon. Amazon added $5 billion to its stake with an option to add $20 billion more, while Alphabet added $10 billion with an option to add $30 billion later.
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