Is OpenAI Falling Further Behind in the A.I. Race?

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Is OpenAI Falling Further Behind in the A.I. Race?

The artificial intelligence giant has reportedly fallen behind on its own user and revenue targets, raising questions about its data center and I.P.O. plans

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By

Andrew Ross Sorkin

Bernhard Warner

Sarah Kessler

Michael J. de la Merced

Niko Gallogly

Brian O’Keefe

and

Vivienne Walt

April 28, 2026,

8:04 a.m. ET

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Sam Altman, OpenAI’s C.E.O.

Credit...

Haiyun Jiang for The New York Times

In today's newsletter:

Is OpenAI falling further behind?

Diller remakes his empire

Powell and the Pirro factor

Guyana’s wartime oil boom

Andrew here.

We’ve got an exclusive on Barry Diller’s plan to overhaul IAC and change its name to People.

We’re also looking at whether the criminal case against Jay Powell is really over, and whether OpenAI has fallen behind its own expectations — and what that would mean for its race to go public. More below.

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Is OpenAI falling further behind?

Until yesterday, the conversation around OpenAI was about

Elon Musk’s lawsuit

against the artificial intelligence giant.

But OpenAI may have bigger problems.

A new report raises questions about the ambitious spending plans of its C.E.O., Sam Altman, and the company’s standing in the A.I. race.

OpenAI has missed its user and revenue targets,

The Wall Street Journal reports

, citing anonymous sources. Internally, it had sought to hit one billion weekly active ChatGPT users by the end of 2025, a goal it still hasn’t announced, and has seen users defect to rivals.

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