Just now, #OpenAI announced the completion of $110 billion financing with a valuation of $730 billion! 🧐
$110 billion financing, $730 billion valuation, this means that #OpenAI's current worth has surpassed Hong Kong stock Tencent, and is even close to topping two and a half Goldmans (#GS). This is not only the largest private company financing in human history but also a "commitment" from big companies towards the future of #AI.
Looking at this round of investment list: Amazon ($50 billion), Nvidia ($30 billion), SoftBank ($30 billion). Such large-scale burning of cash has been very rare in the past decade, and this bet on the future, from our perspective as retail investors in AI, should not be concerned with momentary gains and losses; instead, we should take a long-term view as this is the biggest investment opportunity in the next 10 years.
I will briefly talk about this financing; it represents a typical "iron triangle stable relationship" in US stock investments:
Nvidia (#NVDA): Investment of $30 billion is actually "transferring from left hand to right hand." OpenAI takes the money and immediately turns around to buy Nvidia's latest Vera Rubin architecture graphics cards. Nvidia not only retains its largest client but also locks in future computing power orders. This is a significant benefit for Nvidia shareholders as demand is forcefully locked in.
Amazon (#AMZN): It is the major investor in this round. Amazon has always been suppressed by Microsoft (which owns shares of OpenAI) in AI models. This investment of $50 billion is publicly financing, but secretly it is a signed agreement for OpenAI's models to be integrated with Amazon's AWS cloud services. This is equivalent to giving AWS the strongest shot of adrenaline.
SoftBank (#SFTBY): Masayoshi Son has held back for so many years and finally, in 2026, grabbed this ultimate ticket to AGI, which may be his last bet, akin to the moment when he invested in the e-commerce field of "Alibaba."
Additionally, #OpenAI's core data also hides strong "US stock opportunities," as the data disclosed by OpenAI is quite alarming:
· 900 million weekly active users: This indicates that ChatGPT has transformed from a "novel toy" into a "universal tool," and it is capturing business from search (Google) and social (Meta).
· 50 million paid subscriptions + 9 million enterprise users: This is solid cash flow. This tells us that AI has moved past the "storytelling" stage and has entered a long-term growth period.
Valuation of $730 billion: This serves as a benchmark in the secondary market. If OpenAI initiates an IPO at the end of 2026, rumored valuations may strike $1 trillion, then the valuation logic of the current AI trio in US stocks, Microsoft, Nvidia, and Google, must be rewritten.
Learning #AI, investing in #AI, and positioning in #AI are the most important areas of research for every ordinary person in our era.
First: Shovel stocks (Nvidia and its apprentices)
This round of financing reaffirms that computing power is the oil of the AI era. As long as OpenAI continues to finance infrastructure, Nvidia's performance has no ceiling. At the same time, pay attention to companies that provide AI infrastructure, such as Broadcom (#AVGO), Marvell (#MRVL), Micron (#MU), SanDisk (#SNDK), Western Digital (#WDC), and even include utility stocks that provide power for data centers (mentioned in yesterday's article).
Second: Cloud premiums (Amazon, Microsoft)
With Amazon's $50 billion investment, AWS's valuation in the US stock market may face a reassessment. If you think Nvidia is too expensive, then these cloud giants benefitting from "traffic distribution" are actually lower-risk defensive choices.
Third: Expectations for future IPOs
This round of financing for OpenAI is likely the last jump before its IPO. Once it goes public, it will trigger an explosion in the entire US stock AI sector. The current $730 billion is just an "appetizer", and everyone is waiting for that $1 trillion milestone.
Simply put, OpenAI is no longer just borrowing funds; it is "deifying." To be honest, an astronomical number like $110 billion has already exceeded the realm of ordinary venture capital. This resembles a war of "computing power for sovereignty."
The current logic is very clear, the AI bubble has yet to burst, and it is still being pumped up. When a product's weekly activity reaches 900 million, with the strongest hardware provider (Nvidia) and the strongest cloud provider (Amazon/Microsoft) behind it, this level of certainty has a significant premium in the US stock market. For the future, whoever achieves AGI first will control the pricing power of global productivity. And OpenAI is currently the most likely frontrunner.
The companies mentioned above are all on #MSX, and I choose to use the #RWA US stock tokenization platform #MSX to invest and participate in the US stock market: http://msx.com/?code=Vu2v44
Early US stock investment fans and partners can DM me, after filling out the form, you can enter the US stock discussion and exploration community for free (currently limited to 10 people per week, assistants will review, it may take some time, thank you 🙏)!
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