Posture

expanding

high confidence · as of 2026-07-26 · about OpenAI

Filed for IPO (Jun 8 2026) on top of a ~$110-122B new round and ~$1.0-1.4T compute buildout — still burning, still raising.

Sourced figures 2

Wikipedia — OpenAI OpenAI confirmed IPO filing with the SEC on Jun 8 2026; Altman: listing 'within the next year'
2026-06 high
Wikipedia — OpenAI ~$110-122B committed Feb-Apr 2026 (Amazon $50B / SoftBank $30B / Nvidia $30B) at $730B->$852B
2026-04 med

the working

Basis

Filed for IPO (Jun 8 2026) on top of a ~$110-122B new round and ~$1.0-1.4T compute buildout — still burning, still raising.

Threads 24

GPT-5.6 resolved
Jalapeño retired
OpenAI IPO developing
Microsoft's Hedge developing
Circular Financing developing
Stargate developing
Frontier Gatekeeping open
Containment Breach retired
Nippon Life v. OpenAI open
Where the Capex Lands open
Compute Spend open
Datacenter Sites open
Nvidia's Order Book open
In-House Silicon open
Camellia open
Big Tech into Health open
OpenAI Health open
Lab IPO Wave open
Nvidia as Lender open
Oracle's Stargate Bet open
The #2 Cashes In open
The Rogue Agent open
AI Psychosis open
The Backlash Prices In open

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