OpenAI Aims for $100 Billion Fundraising at $750 Billion Valuation While Preparing for Possible $1 Trillion IPO: Report
OpenAI's Funding Discussions: OpenAI is reportedly in early talks to raise up to $100 billion at a valuation of approximately $750 billion, significantly higher than its previous valuation of $500 billion.
Potential IPO Plans: The company is preparing for a potential IPO that could be one of the largest in history, with a valuation target of $1 trillion, possibly filing with U.S. regulators by late 2026.
Investment Talks with Amazon: OpenAI is also in discussions with Amazon for a potential investment exceeding $10 billion, which may include collaboration on AI technology.
Investor Participation: Previous funding rounds included notable investors such as SoftBank, Thrive Capital, and T. Rowe Price, helping OpenAI become the world's most valuable private startup, surpassing SpaceX.
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- Funding Exceeds Expectations: Anthropic successfully raised $30 billion in its latest Series G funding round, achieving a valuation of $380 billion, which underscores the strong market demand for its AI products and solidifies its leadership position in enterprise AI.
- Significant Revenue Growth: The company's revenue run rate has reached $14 billion, growing more than tenfold over the past three years, indicating a substantial increase in market acceptance and usage of its products, particularly among enterprise clients.
- Surge in Claude Code Demand: Claude Code's revenue run rate now exceeds $2.5 billion, having doubled since the start of the year, with business subscriptions quadrupling since early 2026, reflecting deepening reliance on the tool by enterprises.
- Potential IPO Plans: Anthropic is reportedly working with advisors in preparation for a potential initial public offering later this year, signaling the company's confidence in future growth and its intention to leverage capital markets for further business expansion.
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
- Significant Funding: Anthropic announced a $30 billion funding round, pushing its valuation to $380 billion, more than doubling since September, indicating strong market confidence in its growth potential, particularly in the enterprise AI sector.
- Rapid Revenue Growth: The company reported a run-rate revenue of $14 billion, growing more than tenfold annually over the past three years, reflecting its robust performance in the fast-evolving AI market and potentially laying the groundwork for a future IPO.
- Market Leadership Shift: According to Menlo Ventures, Anthropic has captured approximately 40% of enterprise AI spending, up from 24% in 2024, surpassing OpenAI and demonstrating its rapid ascent in the industry.
- Contrasting Governance Approaches: Anthropic donated $20 million to Public First Action to promote AI governance, contrasting with OpenAI CEO Sam Altman's preference for a single federal regulatory framework, highlighting differing strategic directions in AI governance.
- Market Bubble Phenomenon: Predictions of an AI bubble bursting have not materialized, yet froth remains in the market as unprofitable companies are bid up based on expectations of heavy AI infrastructure spending, prompting investors to reassess risks.
- Microsoft's Stock Volatility: Microsoft (MSFT) shares soared over the past year due to investments in OpenAI and AI infrastructure, but dropped over 16% in 2026, with analysts predicting that its AI spending will pressure profitability; Stifel downgraded the stock and cut its price target by nearly 30%.
- Diversification Strategy: While Microsoft still holds long-term value, its price fluctuations highlight the importance of a diversified AI investment portfolio, suggesting that investors anchor their holdings with a clear leader to navigate future growth in AI-related companies.
- Nvidia's Growth Potential: Nvidia (NVDA) expects $3 trillion to $4 trillion to be spent on AI infrastructure by 2030, as reiterated by CFO Colette Kress, indicating that the company will benefit from growth in the AI sector, with a reasonable forward P/E ratio of about 25, making it suitable for long-term investment.
- Tech Sector Retreat: U.S. stocks experienced a significant decline on Thursday, with the S&P 500 down 1.57%, the Dow Jones down 1.34%, and the Nasdaq 100 down 2.04%, primarily driven by a sell-off in the Magnificent Seven tech stocks, indicating concerns over the profitability outlook in the tech sector.
- Cisco Systems Warning: Cisco Systems saw its stock plummet over 12% after forecasting that rising memory chip prices would erode profitability, raising investor concerns about future performance and potentially diminishing market confidence.
- Weak Economic Data: Initial jobless claims in the U.S. fell by 5,000 to 227,000, below the expected 223,000, while January existing home sales dropped 8.4% month-over-month to 3.91 million, marking a 16-month low, which reflects signs of economic slowdown that could impact market sentiment.
- Positive Earnings Season: Despite the overall market downturn, over 76% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings projected to grow by 8.4%, indicating strong corporate profitability that may provide support for the market.








