AI news Nov 11, 2026

CNBC and The Information report on the same day that OpenAI's third-quarter revenue reached US$10 billion, with no OpenAI filing to check it against

CNBC anchor Deirdre Bosa reported on November 10 that OpenAI's third-quarter revenue reached US$10 billion (Deirdre Bosa, 2026-11-10). The US$10 billion figure rests on two exclusive reports that may share sources, and OpenAI, a private company, files no results to check it against.

Bosa writes that OpenAI's third-quarter revenue was up nearly 50% on the second quarter, roughly the same growth rate as Anthropic's; the Anthropic figures Bosa cites are US$17 billion of third-quarter revenue, up 47% on the quarter. The reports don't say whether the two companies recognize revenue the same way. The Information reported the same day that OpenAI's third-quarter revenue rose to US$10 billion, with a headline that also says losses widened (The Information, 2026-11-10). Both outlets report a single quarter's revenue, not an annualized figure.

Both outlets label their reports exclusive, and neither says whether the sources are the same people.

Not proven yet: both outlets call their reports exclusive, and whether the sources overlap is unknown How we checked →

Next to watch: whether OpenAI discloses revenue when its current funding round closes, and Anthropic's final prospectus after pricing.

Answer check: SecondSource's July 14 call had two halves: AI training would stay on GPUs, and only cloud providers' in-house inference would move to their own chips. The first half missed: Anthropic's October 26 IPO filing states that Claude's training and serving run on AWS Trainium, Google TPUs and NVIDIA and AMD GPUs together, and Anthropic isn't an in-house business of AWS or Google. Anthropic doesn't break out each chip's share of training. The second half has no result yet. Card →