OpenAI has fallen short of its revenue and user growth estimates, raising questions about its ability to meet its massive data center spending plans. Finance Chief Sarah Friar has expressed concerns over the company's ability to fund future compute agreements if the revenue slowdown continues. The news led to shares of chipmakers and tech companies, such as Oracle, falling. This comes as OpenAI announces major changes to its partnership with Microsoft, which has invested over $13 billion in the company since 2019.