Fordel StudiosOpenAI reportedly finalizing $100B deal at more than $850B valuation
What Happened
OpenAI is reportedly getting close to closing a $100 billion deal, with backers including Amazon, Nvidia, SoftBank, and Microsoft. The deal would value the ChatGPT-maker at $850 billion.
Our Take
OpenAI's raising $100B at $850B valuation. That number's absurd (they did ~$3B revenue in 2024), but the money's real—Amazon, Nvidia, SoftBank piling in.
Honestly? This isn't about OpenAI's genius. It's the compute arms race. Everyone wants to be *next to* the frontier. Nvidia gets richer, OpenAI gets cash to burn on chips, and in 18 months we'll know if scaling actually hits the wall or keeps going. Nobody's betting on the product. They're betting on the horsepower.
For agencies? Neutral news. Doesn't change what we build.
What To Do
Watch Nvidia's earnings calls instead—that's where the real story is.
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