🤖AI Newsletter
April 28, 2026 · 10:32 Uhr
1OpenAI misses revenue and user targets ahead of IPO
r/stocks According to a Reddit thread with 373 points and 113 comments, OpenAI has missed significant revenue and user targets ahead of its planned IPO. This is a major new development on the already reported IPO story and reveals concrete weaknesses in the business model. Pressure on OpenAI is mounting, while Anthropic simultaneously receives massive tailwinds from Google's $40 billion investment – a direct competitive disadvantage with potentially far-reaching capital markets consequences.
2Microsoft ends OpenAI exclusivity – market opens up
Reuters / r/TechAfternoonReport Microsoft and OpenAI have renegotiated their exclusivity agreement: Microsoft can no longer distribute OpenAI models exclusively, and OpenAI can now make deals with Microsoft competitors like Google or Amazon. This fundamentally changes the power structure in the enterprise AI market and opens competition for corporate customers. For hyperscalers like AWS and Google Cloud, a direct new business opportunity emerges.
3China blocks Meta's $2 billion acquisition of AI startup Manus
New York Times The Chinese government is demanding the unwinding of Meta's acquisition of Singapore-based AI company Manus, whose founders are of Chinese origin. The move sends a clear signal to Chinese founders not to make deals with Western tech corporations and escalates the geopolitical AI conflict to the corporate level. For Western firms, access to Chinese-influenced AI talent and technology becomes structurally more difficult.
4Gemini 4 allegedly launching soon – Google increases pressure
r/GeminiAI Hints of an imminent Gemini 4 launch are circulating in the GeminiAI community, which is strategically sensitive given Google's simultaneous $40 billion Anthropic investment. According to the LA Times, even DeepMind teams internally use Claude Code instead of their own Google tools – a sign of internal loss of confidence in their own models. Gemini 4 would be Google's attempt to catch up technologically and reduce dependence on Anthropic.
5AI energy demand: NYT coins term 'Bragawatts'
New York Times The NYT documents how AI companies advertise unrealistically high energy promises – the article ironically refers to 'Bragawatts' as a new measure for exaggerated data center announcements. In parallel, MIT presents 'EnergAIzer,' a new method for accurately predicting the power consumption of individual AI workloads. Energy infrastructure is becoming a critical bottleneck and regulatory risk for the entire industry.
Situation Report
The AI industry is experiencing an accelerated shift in power in mid-April 2026: Anthropic solidifies its leading position with Google's $40 billion investment and dominant Polymarket valuations (98%), while OpenAI simultaneously misses IPO targets and loses Microsoft exclusivity. Geopolitically, the conflict is escalating: China's blockade of the Meta-Manus deal marks a new level of government intervention in cross-border AI deals and threatens Western consolidation strategies. The industry's energy requirements are becoming a systemic risk – between regulatory pressure and infrastructure bottlenecks, a bottleneck for further growth looms. The gap is widening for companies: PwC data shows that 20% of firms capture 75% of AI gains – those who don't invest strategically now will structurally lose ground.
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