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OpenAI expects an 80% drop in its flagship revenue. The low-cost “ChatGPT Go” is your escape forward

April 29, 2026 by usatoday24

OpenAI is in trouble. More than beforeeven. In The Information indicate that internal projections for subscribers in 2026 are worrying. The users of ChatGPT Plustheir $20 a month plan, will fall from 44 million in 2025 to just 9 million this year. That represents a drop of 80%, and they want to compensate for it with their affordable subscription. It’s not clear that plan can work. ChatGPT Go as a lifesaver. What OpenAI is going to lose with ChatGPT Plus according to these internal forecasts, they want to counteract with an extraordinary increase in subscriptions to ChatGPT Gothe ad-supported plan that costs between $5 and $8. The company’s objective is for this plan to go from having the current 3 million subscribers to 112 million, an increase of 3,600% in twelve months. A terrible quarter. While The Information showed these forecasts, in The Wall Street Journal they informed OpenAI does not have the accounts in this first quarter of 2026. The company has not achieved the expected income, and has not achieved the user acquisition figure that it had projected. OpenAI CFO Sarah Frier has warned that the company may not be able to pay for its future computing contracts if revenue doesn’t start growing immediately. The accounts do not come out. OpenAI has contracted close to $600 billion in spending on future data centers, an astronomical figure that was built with all the announcements that Sam Altman and the company made in 2025. The company expects to spend $25 billion but plans to enter $30,000, a narrow margin even if everything goes well. But according to WSJ it is not doing so, and Anthropic’s popularity has eroded its position in the market. They wanted to reach 1 billion weekly active users by the end of 2025 and they didn’t achieve it, and the decision to bet on ChatGPT Go seems like a desperate response to their revenue problem… and their IPO. No one has ever grown so much. ChatGPT Go’s growth goal poses a colossal challenge. Achieving 109 million paying subscribers in twelve months is unprecedented. It took Facebook four years to get 100 million free users, and although ChatGPT achieved the same thing in two months and set a prodigious precedent, for this to be repeated for a paid subscription even extending the time frame to 12 months would be unusual. But not even for those. Analyst Ed Zitron point Because even if OpenAI achieved 112 million subscribers at $5/month on average, it would earn $560 million per month. That figure is a far cry from the $880 million per month generated by the 44 million Plus subscribers at $20/month. The difference should be covered with advertisingbut that doesn’t seem to be going as well as they expected either. Until have activated pay per click adssomething that already caused the credibility of SEO to be greatly damaged. We go public, yes or no? According to WSJ, Sarah Friar and Sam Altman disagree about whether it is advisable to go public this year given this change in the situation. Altman wants to speed it up, but Friar doesn’t think the company is ready to meet the data reporting obligations that public companies have. The problems accumulate because the financing round closed in March made OpenAI’s valuation amounted to 852,000 million dollars. If investors had known the situation of OpenAI’s first quarter, perhaps they would not have entered that round, or they would not have done so in such a notable way. The challenge of charging $20 for AI. OpenAI’s forecast is worrying. That a company that managed to popularize generative AI can only get 9 million people around the world to pay $20 a month is disturbing and says a lot about the state of the market. On the one hand, maybe people just don’t see that $20 worth it, which is bad for the entire industry. But perhaps what people don’t see is that those 20 dollars are not worth it if they spend them on ChatGPT and they do on competitors like Claude. That is even more worrying. It is clear that there is a segment of users willing to pay such a price, but today that segment is smaller than the expectation created suggested. The Pro plan will remain a rarity. OpenAI also has the Pro plan for $200 per month, and expects its subscribers there to also double in 2026. However, that will still not be almost anecdotal because less than 1% of the total number of users—the truly intensive ones—will opt for this alternative. It is evident that this will not be the core of OpenAI’s business at the moment, and the company seems to be clear about this. They prefer to leave the middle segment in the background, have a small premium segment and bet on massive volume at a low price with advertising. We’ve seen this before… with Netflix. OpenAI’s strategy reminds us of the one Netflix launched with its advertising plan. Which many criticized when it was announced has become in a overwhelming success. The company has returned us to square one: we want to pay to see adssomething surprising but it works. And OpenAI seems to want to apply the same story. In Xataka | The surprise with the new GPT 5.5 from OpenAI is not that it is good: it is that Claude looks like GPT and GPT looks like Claude

Nvidia has become hostage of her own success. His record numbers know little when the world expects miracles

August 28, 2025 by usatoday24

Nvidia has presented her Results of the second fiscal quarter. Technically beat all forecasts: Adjusted benefits of $ 1.05 per share compared to the 1.01 expected. Revenues of 46,740 million dollars against the projected 46,230 million. The company has also projected income of 54,000 million for the current quarter, slightly above the consensus of 53.4 billion. Why is it important. These seemingly solid numbers have not been enough for a market that has turned Nvidia into the fire test definitive of boom of the AI. The action has fallen 3% in the operations after closing, a reaction that reveals to what extent the expectations about the most valuable company in the world – with 4.4 billion capitalization – have reached almost impossible levels of satisfying. China’s problem. The great shadow on the results has been the total absence of sales of the H20 chip To China during the quarter. Nvidia has not included any sales forecast to China in its guide for the third quarter, despite the fact that the financial director, Colette Kress, has mentioned that they have between 2,000 and 5,000 million dollars in ready -to -send orders to send if geopolitical issues are resolved. The company is waiting for the Trump administration to clarify the regulations on the 15% cut they want to impose to Chips sales to China. Jensen Huang has been unusually direct during the Call with analysts: “The Chinese market estimates that represents about 50,000 million dollars of opportunity for us this year.” He added that half of the world’s researchers are in China … And that it is “quite important” that American technology companies can access that market. Between the lines. Huang’s frustration with the geopolitical situation is palpable. His comment that “we just have to continue advocating” before the Trump administration makes us glimpse a more tense negotiation than the official statements say. The CEO has suggested that they are working in a modified version of their Blackwell chips for China, with reduced performance, indicating that Nvidia is willing to make weight concessions so as not to lose that market. Striking in a company Today as powerful as Nvidia. Data centers disappoint. The data centers segment, which represents 88% of total income, has generated 41,1 billion dollars, slightly below the expected 41,290 million. It is the second consecutive trimester that this important segment does not reach expectations, a worrying signal when large technological ones such as goal, Google and Microsoft are investing tens of billions each quarter in AI infrastructure. “Everything is sold”. Huang has said during the call that “everything is sold”, referring so much to the Hopper chips current as the new Blackwell. Has added that the production of Blackwell Ultra It is “progressing at full speed” and that demand is “extraordinary.” However, these statements contrast with the fact that the income growth of 56% year -on -year is the slowest in nine consecutive quarters of growth greater than 50%. Growing pressure. The market reaction tells an uncomfortable truth: Nvidia has become hostage of its own success. With a weight of 7.5% in the S&P 500 – 3% in December -, Any stumbling block has the potential to drag the entire market. An important Nvidia failure would be a detonation for half -world bags. The contrast. Huang has promised that AI infrastructure spending will reach between 3 and 4 billion dollars for the end of the decade, but the immediate reality is that NVIDIA cannot freely access the second largest computer market in the world. The repurchase of 60,000 million dollars in shares approved by the Council – one of the largest in American business history – seems more an attempt to sustain the price of the action than a real confidence signal in the future without regulatory mosquadillas. In Xataka | Deepseek has suggested that Nvidia chips no longer needs. We believe to know who is buying them Outstanding image | Nvidia

Where we had heat waves before, Aemet only expects rain and cold

May 5, 2025 by usatoday24

Although there are many areas that have not noticed, the first weekend has been starring large storms in much of the country. And, according to weather models, The thing is not going to stay there. Throughout this week, a new anticyclonic block in the British islands will be consolidated. It is not clear if this is going to open, again, the doors of the Atlantic (some models draw a ‘bridge’ between the Azores and Ireland), but right now the probability that vaguada or cold strokes will begin to get off the cold or storms is very high. So much so that Monday we already have rains. Catalonia, the north of the Valencian Community, the Balearic Islands and the interior of the plateau will have rains, hailstorms and strong winds throughout Monday. During Tuesday the storms will be primarily paid in the northwest third of the country. On Wednesday, According to Samuel Bienerthe storms will be reinforced in “The East Castilla-La Mancha, Sierras de Granada, Jaén and Almería, interior of the region of Murcia, Teruel and the Valencian Community.” But, as I say, that’s just the appetizer. Because if the models get right We will have a Dana (or a cold storm, it is not yet clear) near the peninsula at the end of the week. Be that as it may, this assures us a very unstable first Miad: unstable skies, water and Reasonable temperatures – Well below normal ,. A rare spring. If we lift the view and look at a couple more weeks, the forecasts are quite clear: everything seems to indicate that a long storm period awaits us. As they explain in CazatorentasIt is a direct consequence of the blockade. That draws a spring very different from the previous ones. Different? Not so much because of the temperatures that, with nuances, are within normal in most of the country. The nuances are that, on the coasts, they will be “slightly warmer than normal” and that, at the southwest end, they will be “slightly colder than normal.” This, already, gives us a good track of the expected rains. Except the Canary Islands and the Northwest Third, The models wait that rainfall in May is more intense than normal. Everything seems to indicate that summer can more and the tap will end up closing, but all this planets interesting things. The most important is what will happen now. Change of trend or simply an extremely weird year? Image | ECMWF In Xataka | May is putting a March face: Aemet’s great question is if 2025 will definitely end the drought

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