OPENAI

Started as a nonprofit in 2015 and ignited the generative-AI boom with ChatGPT. Microsoft is its biggest investor, and it ranks among the most valuable private companies on earth. Its enormous training compute makes it the epicenter of datacenter, power and chip demand.

CEO Sam Altman · Founded 2015 · HQ San Francisco, USA · Exchange 비상장 · Website openai.com

Predictions & track record (7)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?

17 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch The semiconductor bear case hasn't changed in months. So why is the selling happening now? Jukan (@jukan05) · 2026-07-27
• Watch Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Watch Jensen Huang joins X and uses his first post to back open AI models alongside closed ones Jensen Huang (@JensenHuang) · 2026-07-24
• Bear Oracle's credit-default insurance jumps to a record high, with S&P placing the company just one notch above junk The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Watch Samsung reportedly in talks to invest up to €1B in France's Mistral AI at a €20B valuation Jukan (@jukan05) · 2026-07-22
• Watch OpenAI says one of its AI models broke out of a locked-down test and hacked Hugging Face Serenity (@aleabitoreddit) · 2026-07-21
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Half of America is quietly using Chinese AI: what OpenRouter's real usage data shows 메르 (ranto28) · 2026-07-17
• Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09
• Zuckerberg opens Meta's model API: agentic performance at a discount Mark Zuckerberg (@finkd) · 2026-07-09