OpenAI's multiple growth targets fell short of expectations, raising concerns over the $600 billion computing power commitment

By: rootdata|2026/04/28 11:42:02

OpenAI's recent internal growth targets have not met expectations. CFO Sarah Friar warned that if revenue growth does not keep pace, the company may struggle to fulfill its commitment of approximately $600 billion in computing power procurement, and the board has begun to review the data center investment expansion plans.

Reports indicate that ChatGPT user growth, revenue targets, and subscription retention are all under pressure. Despite OpenAI recently completing a $122 billion financing round, the company's management is still discussing long-term capital expenditures and the pace of an IPO. OpenAI has denied that there are significant internal disagreements.

Stablecoins have finally begun to enter the real business world, but this time, the main character may not be exchanges, wallets, or public chains, but Stripe. It encapsulates KYC, wallets, gas, compliance, and settlement, allowing businesses to access on-chain assets just like using regular payment...

Where will South Korea's cryptocurrency taxation head?

There is little time left before South Korea implements cryptocurrency taxation, but the current tax laws only cover simple spot and currency-to-currency transactions. Driven by the international tax information exchange standard (CARF), South Korea is comprehensively building an intelligence analys...

Legendary investor Naval: Apple is dead, SaaS will follow suit, and entrepreneurs have 18 months to reshape their moats

"You can continue to hold Apple stock. Just don't expect that what you hold is stock in a growth company."

Morning Report | Visa includes Polygon in its global stablecoin settlement program; MoonPay invests $100 million to acquire security company Sodot; Digital wallet platform Belo completes $14 million Series A financing

Overview of Important Market Events on April 29

Full text of the Federal Reserve's decision: Holding steady for the third consecutive time but increasing divisions

The Federal Reserve has kept interest rates unchanged for the third consecutive time, but there were internal voting disagreements, with one official advocating for a rate cut while three others opposed signaling easing. The situation in the Middle East and fluctuations in energy prices further ampl...

Dan Bin takes action, building a position in Circle

If Web3 only stays at the level of price and narrative, traditional capital will find it difficult to truly enter; but once a group of companies that can be clearly explained and included in balance sheets begins to emerge, the way the industry participates will change.

The Impossible Triangle of DeFi Lending

Borrowers want fixed interest rates, while lenders seek immediate liquidity; this is the dilemma of on-chain lending, where both cannot be achieved simultaneously.

Bitcoin ETF News: Why Bitcoin Is Falling Even After $2.43B ETF Inflows in April

Bitcoin ETF news today shows $2.43B in April inflows as institutions absorbed thousands of BTC, yet the price dropped from $79K to $76K. Traders are now watching whether the $80K resistance breaks or triggers another pullback.

What Is RWA in Crypto? Real-World Assets Explained (2026 Guide)

What Is RWA in Crypto?RWA stands for Real-World Assets — traditional financial assets like bonds, real estate, gold, and private credit that have been converted into blockchain tokens.

Revisiting RWA: Nearly 50,000 people's first on-chain transaction was not Bitcoin, but stock indices and crude oil

The narrative of RWA is not about traditional finance trying to capture crypto users, but rather crypto trying to capture traditional users.

Altcoin Price Outlook 2026: The Rotation Is Coming — Just Not the Way You Think

Bitcoin dominance at 58%, Fear & Greed at 39. If you think altcoin season is dead, you're reading the wrong signals. Here's what the data actually says about what comes next.

Oracle: The Second Battlefield Behind the Prediction Market War

By 2026, the oracle track has essentially evolved from the early "data pipeline" into a "verifiable facts layer" that supports the entire on-chain economy, and prediction markets serve as a magnifying glass to observe the competition in this red ocean.

a16z's key bet: Kalshi's weekly trading volume approaches $3 billion, transitioning from "prediction games" to financial infrastructure, the market begins to price "uncertainty."

The evolution of prediction markets: from niche products to "uncertainty pricing" infrastructure

Morning Report | Galaxy Digital announces Q1 2026 financial report; Liquid completes $18 million Series A financing; Polymarket plans to bring major exchanges to the U.S

Overview of Important Market Events on April 28

From a banned economist to the new CEO of Xinhua: Fu Peng has figured out the second half of traffic

This uproar in the crypto circle appears to be a cultural conflict between a traditional economist and a crypto OG, but looking deeper, it is merely the new fire leveraging Fu Peng's influence in the traditional financial sector to pry open a batch of client funds that were originally difficult to r...

Why Private Credit Became the First True Bridge from TradFi to DeFi

Unveiling the core logic of private credit leading RWA: it is no longer just simple tokenization, but rather a true reshaping of the practical value of asset on-chain through real returns and deep integration with the DeFi ecosystem.

Senior cryptocurrency investor: Blockchain is showing a siphoning effect on capital

Stablecoins are the first real-world assets on the blockchain, but they will not be the last. Every billion dollars in stablecoins generates $12.2 billion in economic activity and $19 million in protocol revenue annually; once capital is on the blockchain, it gains productivity and does not go back.

Morning Report | Visa includes Polygon in its global stablecoin settlement program; MoonPay invests $100 million to acquire security company Sodot; Digital wallet platform Belo completes $14 million Series A financing

Overview of Important Market Events on April 29

Full text of the Federal Reserve's decision: Holding steady for the third consecutive time but increasing divisions