OpenAI reportedly weighs 2027; $1T still the ask
OpenAI is reportedly leaning toward waiting until 2027 to list, with advisers pointing to recent tech-stock and SpaceX volatility — a timing question that keeps the most-wanted name in private hands longer. Capital kept moving toward "physical AI" and world models, with General Intuition's $320 million round and onsemi's $7 billion bid for Synaptics landing the same day. Underneath all of it, the memory layer tightened: Micron printed a record gross margin and Apple raised hardware prices, the AI buildout showing up on a consumer price tag. And SpaceX, the first Power 20 name with a public tape, gave back most of its post-IPO gains.
