OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

OpenAI has held preliminary talks with a pool of investors about a new round of financing, which could sharply raise the company's valuation. Although the startup itself is not yet traded on the stock exchange, the revision of its valuation may become a catalyst for the growth of quotations of other major technology companies, led by Microsoft.

According to The Information's sources, OpenAI is preparing to raise funding based on a valuation of its business at about $750 billion. That's 1.5 times the figure the ChatGPT developer reached in the fall of 2025 in a deal that allowed some employees to sell shares to institutional investors. In the new round, the company plans to raise up to $100 billion, according to the network's interlocutors.

The growth of OpenAI's valuation supports the quotes of at least eight technology companies associated with it by investments and large infrastructure contracts, Barron's says. The key beneficiary is Microsoft Corporation, which will receive about 30% stake in the startup's commercial division once the restructuring of the startup is complete. OpenAI's financial strength guarantees fulfillment of its obligations to partners: a five-year cloud agreement with Oracle, contracts with CoreWeave and Broadcom, as well as investment plans supported by Nvidia, the publication says. Amazon and The Walt Disney Company also plan to invest in OpenAI.

The second group of beneficiaries are storage and data processing equipment manufacturers. Shares of Western Digital and Seagate Technology have already more than tripled in 2025 due to demand for expanding digital storage capacity. Micron Technology is also on the list of potential beneficiaries: even though OpenAI has brought in other partners for the Stargate data center construction project, the current capacity shortage in the industry will provide orders for all leading memory chip makers, Barron's noted.

According to Forge Global's trading platform, OpenAI shares have grown 2.5 times in the OTC market over the past year, from $286 to $723 per paper. Their current price corresponds to the startup's value of $500 billion.

OpenAI is preparing for one of the largest IPOs in history - with a potential valuation of up to $1 trillion, Reuters reported in late October. According to its sources, during preliminary discussions, the company considered the possibility of raising at least $60 billion. According to them, OpenAI may file documents for listing in the second half of 2026. OpenAI itself said that going public in the near future "is not on the agenda".

This article was AI-translated and verified by a human editor