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Investors in OpenAI have been counting the business generated via its cloud-computing partners as part of its gross revenue, in an effort to make the numbers comparable with those reported by rival Anthropic. The $20 billion gap looks to be the difference between that figure and OpenAI's net annualized revenue.Investors were only partially reassured. Stocks that were hit hard on Thursday such as CoreWeave, Oracle, Coherent, and Broadcom were only recouping part of their losses in Friday's premarket.News that Nvidia-backed cloud-computing firm Firmus has just canceled its plans to launch an initial public offering might be focusing minds on the risks of depending on two mega-IPOs in the form of OpenAI and Anthropic to justify the entire AI trade. Nvidia stock was rising 1.7% in premarket trading Friday.Until Anthropic and OpenAI go public, a huge amount of market value is vulnerable to any leak or fragment of information that 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This investment is part of NVIDIA's continued collaboration with national labs, supporting projects like the Genesis Mission, which aims to drive technological advancements and accelerate scientific breakthroughs. 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