OpenAI Just Raised $11 Billion at a $1.25 Trillion Valuation, Below the $1.4 Trillion It First Sought

Impact · against what's priced in

The news is a net negative for NVDA as the funding strain at OpenAI suggests a ceiling on the massive compute deployments the market is currently discounting. For MSFT and ORCL, the data is largely noise relative to their primary growth drivers.

NVDA−0.30: Challenges what's priced in
The price assumes: The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures

OpenAI Just Raised $11 Billion at a $1.25 Trillion Valuation, Below the $1.4 Trillion It First Sought

What matters in this story

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OpenAI Just Raised $11 Billion at a $1.25 Trillion Valuation, Below the $1.4 Trillion It First Sought

What matters in this story

The AI trade is now counting on Anthropic's IPO — but it couldn't be happening at a worse time

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OpenAI Just Raised $11 Billion at a $1.25 Trillion Valuation, Below the $1.4 Trillion It First Sought

What matters in this story

Next reads from the same story arc

The AI trade is now counting on Anthropic's IPO — but it couldn't be happening at a worse time

OpenAI Just Raised $11 Billion at a $1.25 Trillion Valuation, Below the $1.4 Trillion It First Sought

What matters in this story

Next reads from the same story arc

The AI trade is now counting on Anthropic's IPO — but it couldn't be happening at a worse time

How each ticker is affected

Connected tickers

Track these names every morning.

Advanced Micro Devices (AMD) Recently Crashed Out of the $1 Trillion Club. Should You Buy the Dip?

Monolithic Power Systems: Record Growth And Yet On Sale

Anthropic IPO faces test after recent selloff: What Wall Street experts are saying

AI Stock Meltdown: Why This May Not Be The Bubble Burst