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 18

GPT-5.6 resolved
Jalapeño retired
OpenAI IPO developing
Microsoft's Hedge developing
Circular Financing developing
Stargate developing
Frontier Gatekeeping open
Containment Breach 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

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to OpenAI.