User spending on ChatGPT has “stalled off” and “the value of OpenAI subscriptions, which had risen since a flat start in January 2023, has stabilized in major European markets over the past four months,” according to new data published by Deutsche Bank.
OpenAI has pledged $500 billion to purchase 10 gigawatts of custom-designed chips from it Broadcom Yesterday, it previously pledged to spend $1 trillion with… Nvidia,AMD, and oracle. But analysts Adrian Cox and Stephane Abrodan said in a note to clients today that “the ideal of the AI boom may struggle to recruit new subscribers to pay for it.”
Their data was drawn from transactions processed by third-party financial institutions in the UK, Germany, France, Italy and Spain, representing 15% of ChatGPT users.
OpenAI previously said it has 20 million paid subscribers, 1 billion weekly active users, and will generate $13 billion in revenue this year. More Europeans pay for ChatGPT than subscribe to it Disney In addition, Cox and Abrudan wrote.
OpenAI did not immediately respond to a request for comment.
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