OpenAI hasn't gone public yet, but its valuation has nearly doubled? According to Bloomberg, OpenAI @OpenAI is negotiating a new round of funding of at least $30 billion, with a pre-money valuation of approximately $1.4 trillion. A UAE fund led by Abu Dhabi’s MGX is expected to contribute up to $10 billion, with BlackRock also participating. Even more striking is that OpenAI itself set this valuation—investors can take it or leave it. Just three months ago, its post-money valuation was $852 billion; now, it’s nearly doubled in just over half a year. It feels like AI has become a musical chairs game for institutions—how many trillions will retail investors be left holding when the music stops? This is where crypto’s innovation comes in: buying OpenAI tokens in advance guarantees profits, since valuations only rise before an IPO, right?

Oracle Secures Major Overseas Compute Order: Five-Year Agreement with High Upfront Payment Strongly Boosts $ORCL Valuation 🔥 According to market sources, Oracle ($ORCL) has finalized a significant overseas compute leasing partnership, with a five-year service agreement signed. Under the terms, Oracle will provide the partner with a large volume of high-end AI chips to meet its artificial intelligence computing demands. This order is not only substantial in scale but also includes a high upfront payment ratio, causing market expectations for Oracle’s valuation to rise sharply. The most notable detail in this agreement is the high upfront payment percentage. For a business model like compute leasing—which requires massive upfront investment—the partner’s willingness to pay a large portion of the fee in advance signals that Oracle can accelerate cash inflows, ensuring more stable and predictable cash flow while alleviating some of the financial pressure associated with large-scale AI chip deployment. The five-year term is equally significant. A long-term contract locks in revenue streams for years to come, greatly increasing the visibility and predictability of this business segment. In an environment where demand for AI compute remains robust, securing such a large, long-duration order is itself a strong endorsement of Oracle’s infrastructure delivery capabilities. More fundamentally, this transaction serves as powerful validation of Oracle’s execution capability in its overseas compute business. Moving from strategic planning to concrete order fulfillment, the international market is increasingly becoming a critical component of Oracle’s cloud and AI infrastructure footprint, offering investors more tangible evidence of the feasibility of its global expansion. As a result, the market widely anticipates strong growth potential for this business segment, with these expectations directly translating into upward pressure on Oracle’s valuation, boosting $ORCL’s price multiple. Investors should continue monitoring the progress of this partnership and whether it triggers additional similar orders in the near future.

Is the AI venture capital circle insane, or just enjoying the last bubble? Take a look at some leaked data from overseas: The IPO documents leaked from AI giant Anthropic are truly outrageous: In 2025: Projected revenue of $4.6 billion, but a net loss of $42 billion! In Q2 2026: Revenue of $11.5 billion, yet planned compute expenditures are set at $518 billion?! And their IPO valuation target? $2 trillion. Yet they’re set to burn through hundreds of billions in a single year.