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Applied AI·November 10, 2026·1 min read

Source: OpenAI told investors on Tuesday that its revenue jumped 50% to around $10B in Q3, up from 17% growth in Q2

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A rebound to ~50% growth and ~$10B run-rate says the AI slowdown narrative was overstated—demand for higher-end models and enterprise deals is still there at the right price-performance. For buyers, this is a reminder that vendor leverage remains high on core LLM access, even as peripheral tooling commoditizes.