Will OpenAI publicly disclose negative gross margin on inference for at least one quarter of 2026?

OpenAI has been investing heavily in developing and scaling AI models, which has historically increased operational costs. As of mid-2026, industry reports indicate that compute costs remain high relative to revenue growth, particularly in the inference segment. Additionally, OpenAI's competitors are also ramping up spending on infrastructure, contributing to a challenging pricing environment. Therefore, the risk of a negative gross margin in at least one quarter seems plausible.