πππWhat matters most is the gap between AI revenue and AI Capex. OpenAI's revenue is USD 50 billion. It posted a staggering net loss of USD 38.5 billion in 2025.
OpenAI's competitor Anthropic has committed to over USD 518 billion in future cloud spending.
The required revenue growth needed to support these operations is enough to make potential investors break out in cold sweat.
This is an astronomical Capex abyss.
With Anthropic's IPO gearing up for its huge IPO in November, it is targeting a jaw dropping USD 2 trillion valuation.
Meanwhile OpenAI is playing the long game. Sam Altman has ruled out a 2026 listing. OpenAI is raising a massive private funding round at a USD 1.4 trillion valuation.
These are huge numbers. One thing is certain, the AI IPO is easily the most exciting event for investors.
@Tiger_comments @TigerStars @Tiger_SG
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments