I don’t see the path from here to there, where *there* is a justification for a trillion-dollar-ish valuation.
Daniela Gabor on Twitter / X
news from AI bubble:OpenAI plans to borrow USD 4bn from private equity TPG/Bain Capital/ Brookfield Asset Management, at 17.5% interest, to embed OpenAI products in their 2,000+ portfolio companies. literally paying Wall Street to force its products on their firms pic.twitter.com/SUPPTsXBg6— Daniela Gabor (@DanielaGabor) May 7, 2026
OpenAI creates new unit with $4 billion investment to aid corporate AI push
OpenAI said on Monday it is setting up a new company with more than $4 billion in initial investment to help organizations build and deploy artificial intelligence systems, and will acquire an AI consulting firm, Tomoro, to quickly scale up the unit. After its early models saw strong resonance with consumers, OpenAI has been working aggressively to sign corporate contracts and establish a large presence in the business world where its AI will see large-scale deployment. The new firm, called OpenAI Deployment Company, will help the ChatGPT maker embed engineers specializing in frontier AI deployment into organizations that will then work closely with various teams to identify where AI can make the biggest impact, OpenAI said.
OpenAI finalises $10 billion joint venture with PE firms to deploy AI - The Economic Times
OpenAI has launched a new venture, The Deployment Company. It has secured over $4 billion from 19 investors. This company will focus on helping businesses integrate OpenAI's AI software. The venture is valued at $10 billion and will be controlled by OpenAI. This move aims to boost AI adoption across various sectors. Rival Anthropic is also exploring similar strategies.
OpenAI bags over $4B to build ‘Deployment Company’ with TPG, Brookfield, Bain for enterprise AI rollout: Report — TFN
OpenAI has secured more than $4 billion from a group of 19 investors, including TPG, Brookfield Asset Management, Advent International, and Bain Capital.
OpenAI Has New Focus (on the IPO)
The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …
Built to benefit everyone
OpenAI’s recapitalization strengthens mission-focused governance, expanding resources to ensure AI benefits everyone while advancing innovation responsibly.
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
OpenAI ditches plan to become a for-profit company
OpenAI will reverse course on its plans to convert into a for-profit business, announcing on Monday its nonprofit will continue to have control of the artificial intelligence firm. In a Monday lett…
A big lesson of my China visit: compute shortages are holding back Chinese AI
One estimate suggests that OpenAI has about as much compute as the entire Chinese AI industry.
It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]
OpenAI closes The Deployment Company, a $10bn enterprise AI bet on private equity
OpenAI has finalised The Deployment Company, a $10bn joint venture with TPG, Brookfield, Bain, and 16 other investors.
Amazon seeks cheaper AI alternatives as Anthropic shifts to token-based pricing
Amazon is exploring OpenAI as an alternative to Claude after a renegotiated contract with Anthropic will raise costs through token-based pricing.
How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie
OpenAI says it plans to stop supplying models to Cursor on Nov. 12 after SpaceX's acquisition. Cursor says OpenAI is about 5% of its traffic. Anthropic says it will increase Claude compute. This is not just another Musk–Altman fight. It tests whether model APIs are actually neutral infrastructure.
