$122 Billion OpenAI Round Puts AI Infrastructure Stocks on Watch
OpenAI closed a $122 billion funding round, the largest private capital raise in AI history. The scale of deployment expected — GPUs, data centers, energy — is pushing investors to position in AI infrastructure ahead of announced capex. A revised Microsoft-OpenAI agreement and a risk-on S&P 500 environment amplify the effect.
LM Salvado•