Tag
#Sam Lessin
SoftBank Surges 20% as OpenAI's IPO Pipeline Starts Pricing Into Related Equities
SoftBank Group shares surged nearly 20 per cent in Tokyo morning trading after reports that OpenAI and SB Energy are preparing US IPOs, proving the anticipated listings are already pricing into related equities weeks before any S-1 filing.
Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs
Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.
Cerebras IPO tests how far the AI IPO market can widen
Cerebras IPO shows the AI IPO market is reopening selectively, with investors backing giant hardtech names while smaller issuers still face a crowded queue.
Cerebras debut resets valuations for the next AI IPO queue
Cerebras' 70 per cent opening surge is lifting the valuation bar for SpaceX, OpenAI and Anthropic and making the 2026 IPO window tougher for smaller issuers to crack.
