📝 OpenAI raising $100B

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OpenAI is in advanced discussions to raise a historic $100 billion funding round by the end of Q1 2026, a move that could catapult its valuation to a staggering $830 billion and cement its status as the world’s most valuable private startup. This massive capital injection is intended to fund a $1.4 trillion infrastructure roadmap over the next eight years, explicitly targeting the soaring "cash-heavy" costs of model inferencing and a strategic push into hardware independence. As competition from Google and Anthropic intensifies, OpenAI is reportedly courting sovereign wealth funds and negotiating a $10 billion investment from Amazon—a deal that would likely require OpenAI to integrate Amazon's custom "Trainium" chips into its compute stack. Despite a $20 billion annual revenue run-rate and $64 billion in current cash reserves, the sheer scale of the raise underscores the immense financial pressure of the AI arms race, even as broader investor sentiment is cooling on the long-term sustainability of such unprecedented capital expenditures.

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