#OpenAI$1.4TFunding
About OpenAI$1.4TFunding
OpenAI được cho là đang trong giai đoạn đàm phán ban đầu để huy động ít nhất 30 tỷ USD với mức định giá trước khi chuyển tiền khoảng 1,4 TT, vượt trên ~852 tỷ USD bao gồm tài chính trong tháng 3. ARR đang tiến gần 70 tỷ USD, tăng hơn 70% kể từ đầu quý 3. Gần đây, họ đã ra mắt agent AI luôn hoạt động Dots và GPT-6.1 Sol, đồng thời hủy bỏ GPT-6.1 Astra sau khi các bài kiểm tra an toàn nội bộ không đạt yêu cầu. Liệu tăng trưởng nhanh có thể hỗ trợ định giá tiếp theo khi các tiêu chuẩn an toàn được siết chặt hơn không?
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OpenAI$1.4TFunding Bài đăng phổ biến
OPENAI IN TALKS WITH UAE FUNDS, BLACKROCK FOR $30B FUNDING ROUND AT ~$1.4T VALUATION: BBG
OpenAI is in talks with several UAE investment funds, including Abu Dhabi-based MGX, to help anchor a new financing round of at least $30B.
UAE investors have discussed contributing as much as $10B collectively, while BlackRock $BLK is also in discussions to participate alongside the syndicate.
Existing backers Thrive Capital and Andreessen Horowitz have discussed investing, while OpenAI has also held talks with the University of California’s endowment.
The company is presenting investors with a fixed ~$1.4T pre-money valuation rather than negotiating the valuation through a traditional lead-investor process.
The fundraising comes as OpenAI pushes potential IPO plans until at least 2027 while continuing to raise large amounts of capital to fund AI development and infrastructure.
MGX has previously invested in both OpenAI and Anthropic and earlier this year raised nearly $50B to invest across AI infrastructure and technology.
Source: Bloomberg
LATEST: 🤖 OpenAI CEO Sam Altman told Bloomberg the company will hold off on an IPO to "get our feet under us" amid "new safety requirements."
$FET
AI is no longer just a technology story.
It's becoming a capital story too.
Reported funding discussions around OpenAI at a potential $1.4T valuation show how much financial attention is being placed on the future of AI.
The bigger question is whether enormous amounts of capital can translate into sustainable infrastructure, products and revenue.
The AI race is becoming a race for talent, compute, energy and capital at the same time.
#OpenAI #AI #Tech #Markets #Innovation
Leaked Anthropic financials underwhelming the markets is a valid catalyst for crashing the market psychology
(note that 2025 financials don't include most of the claude code aggro-ramp which was mostly in Q1 26)
Fear from this is likely contagious, and early in its spread. Understanding regarding the timing mismatch of leaked financials is likely to lag.
My current view is that any correlation one crash would be a bountiful blessing if you have the cash and the stones to hit the bid on strong assets/indices with 3-9 quarter outlooks
cyrrent List:
Zec - privacy
Zama - encryption
Xbi (especially tempus and natera) - biotech
Variational/extended tge watch + derive - derivs
pearl, pluralis, subnet index - crypto incentivized compute
🚨 $2 TRILLION ANTHROPIC IPO JUST GOT DELAYED.
Wait… $2T.
And now the IPO is being pushed back. 👀
The reported reasons?
📊 They want more Q3 numbers on the table.
🤖 OpenAI is coming in hotter.
💰 AI compute bills are getting absolutely insane.
📉 Investors want proof that AI can turn explosive growth into real profits.
But here’s where it gets spicy:
If a $2T AI IPO needs more time to sell the story… what exactly is Wall Street waiting to see?
🔥 Hype cooling off?
