#OpenAIAdsRevenue1B

AI earnings continue: Dell reports Sep 1, followed by Broadcom and Snowflake on Sep 2. Hardware will test whether custom AI chips, networking and server orders sustain growth, profit and cash flow. Software will show whether cloud-data demand creates steadier subscription and usage revenue. Nvidia validated compute demand; focus now is whether AI spending spreads from chips into servers, networking and enterprise software, supporting broader tech valuations. Share your view under this topic.

#OpenAIAdsRevenue1B changes the OpenAI story. ChatGPT isn't just monetizing people who pay for subscriptions or APIs anymore. It's starting to monetize attention itself. That creates another engine to fund compute while making the IPO case look more diversified. But ad revenue only becomes truly valuable if users stay engaged and advertisers keep spending. The bigger question is whether ChatGPT becomes another place to advertise, or a new layer between consumers and the enti

WSJ: OpenAI received SB Energy warrants valued at an estimated $5.5 billion.

WSJ: OpenAI received SB Energy warrants valued at an estimated $5.5 billion.#LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults

OpenAI's ad business reaches a $1 billion annualized revenue run rate.

🔴Big Tech’s profit boom may not be as strong as it looks: Big Tech hyperscalers posted record pre-tax profits last quarter, but much of the increase at Alphabet and Amazon came from paper gains on AI investments rather than actual business growth. Big Tech’s collective “other income” from AI investments surged to over $160 billion in Q2 2026, more than double the ~$69 billion recorded in Q1, based on the latest results from Alphabet, Amazon, Nvidia, and Microsoft. Alphabet’s “other income” more than doubled to $97.9 billion in Q2, while Amazon’s more than tripled to $53.4 billion over the same period. These gains can also vary significantly from quarter to quarter. Private AI investments like OpenAI and Anthropic are typically repriced only when they raise new funding, while listed holdings like SpaceX can be revalued every quarter. Big Tech’s price-to-earnings multiples have already fallen to around 20x, from 25x, suggesting investors are becoming less willing to pay a premium for earnings that may be boosted by temporary paper gains. Big Tech’s earnings boom is looking increasingly like a paper-profit story.

2021: new a16z hire every day 2026: new a16z fund every day

Dragoneer Investment Group dangled its prized stakes in OpenAI and SpaceX as it sought to raise $2 billion for a new fund with old assets it wants to hang onto for longer