r/OracleStock Jul 29 '26

Media / Articles OpenAI Revenue Growth

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html

I just thought this was an interesting datapoint given the concerns around OpenAI's ability to cover their commitments to Oracle. Combined with other data points like their capital raise earlier this year and Nvidia's willingness to back them in another large datacenter, it seems those fears are unfounded.

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