OpenAI is reportedly gearing up for an initial public offering that could hit the market as early as September, according to two company insiders who spoke to The New York Times. The insiders said the artificial‑intelligence powerhouse has been laying the groundwork for a filing, holding discussions with investment banks Goldman Sachs and Morgan Stanley while keeping a close eye on market conditions to time the move.
When asked for comment, an OpenAI spokesperson offered a standard corporate response: “As part of normal governance, we regularly evaluate a range of strategic options. Our focus remains on execution.” The statement stopped short of confirming any filing date or confirming that an IPO is imminent.
Valued at about $730 billion after its latest funding round, OpenAI would become one of the most valuable public companies in the world if it follows through. The valuation reflects heavy backing from tech giants such as NVIDIA and Microsoft, both of which have deep ties to the firm. NVIDIA counts OpenAI among its biggest customers, while Microsoft served as the exclusive cloud provider for years.
The potential listing comes amid a wave of interest from other AI‑focused firms. SpaceX, which now owns the xAI startup, and Anthropic have both signaled intentions to go public, and SpaceX’s offering could materialize as soon as next month. If OpenAI proceeds, the market would see three major AI players seeking public capital within weeks of each other.
OpenAI’s financial picture adds another layer of intrigue. The company reported a $5 billion loss for 2024, offset by $3.7 billion in revenue. While revenue has been climbing, costs have risen faster, driven by a massive investment plan that aims to spend $600 billion on computing infrastructure through 2030. Analysts predict the firm could lose $44 billion by 2028, with profitability not expected until 2029 or 2030.
Despite the steep spending curve, supporters argue that OpenAI’s technology leadership and strategic partnerships position it for long‑term success. The firm’s flagship products, including ChatGPT and its suite of generative AI tools, dominate market share and generate significant licensing revenue for partners.
Legal challenges have also been resolved in OpenAI’s favor. Earlier this week, a federal judge and jury dismissed a lawsuit filed by Elon Musk that could have unraveled the for‑profit arm of the company. The verdict clears a potential obstacle that might have complicated an IPO effort.
Should the filing move forward, OpenAI will likely join a crowded stock market that has already seen several high‑profile tech IPOs this year. Investors will be watching closely to see how the company balances its ambitious spending plan with the need to demonstrate a clear path to profitability.
Cet article a été rédigé avec l'assistance de l'IA.
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