OPENAI OpenAI, L.L.C. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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21:00
Sep 02
Sep 02
OpenAI is ramping production of its custom accelerator 'Jalapeno' with Broadcom, and plans to deploy over 5 gigawatts by 2028, making it a top-two customer and signaling a major shift away from merchant GPUs.
HIGH
03:00
Aug 30
Aug 30
Barclays' margin estimates compare Anthropic and OpenAI profitability but express no.
Barclays' margin estimates compare Anthropic and OpenAI profitability but express no directional trade view.
LOW
17:40
Aug 28
Aug 28
OpenAI faces complex hurdles before its IPO.
While OpenAI is targeting a public offering next year, it faces a more complex path than Anthropic due to a thicket of investor relationships, regulatory scrutiny, unclear revenue growth metrics, and challenges in consumer retention against competitors like Google.
MED
10:00
Aug 28
Aug 28
OpenAI and Anthropic have broken unit economics.
OpenAI and Anthropic are deeply unprofitable and their revenue metrics, such as annualized token spend, are highly misleading. They will not be able to generate the hundreds of billions in revenue required to justify the massive hyperscaler capex and their own valuations, making their potential IPOs highly risky and likely to bomb.
HIGH
20:30
Aug 27
Aug 27
As consumers increasingly use AI chatbots like ChatGPT for product discovery, Ulta has scaled content to be an authoritative source on these platforms, positioning itself to capture AI-driven traffic, a new and growing customer acquisition channel. — This early-mover advantage in AI-driven commerce could become a significant competitive advantage for Ulta in the future, creating a new growth channel and potentially acting as a threat to traditional search giants.
MED
12:00
Aug 27
Aug 27
The integration allows consumers to purchase Best Buy products directly within ChatGPT, positioning OpenAI as an emerging commerce channel and deepening the partnership.
HIGH
10:00
Aug 27
Aug 27
Anthropic faces margin commoditization.
Anthropic's forward revenue growth is slowing while open-weight models are improving rapidly; Grok 4.6 costs a fraction of an Opus model and performs well. Frontier labs such as Anthropic and OpenAI risk margin commoditization unless they achieve recursive self-improvement, making the rushed IPO suspicious and unattractive.
MED
02:03
Aug 27
Aug 27
OpenAI chip impressive, disruptive potential noted
Author is impressed by OpenAI's custom chip (Jalapeno) tape-out speed and performance, noting its superior inference capability. Without being publicly listed, this is a significant technological development for the industry.
LOW
23:49
Aug 26
Aug 26
OpenAI agent growth inflecting sharply.
Dave highlights OpenAI's accelerating agent adoption: active agent users grew from 200k in January to 20M by late August, about a 4x increase in two months, while the CFO said OpenAI would IPO in 2027 or sooner if growth keeps inflecting, and OpenAI revenue growth is reaccelerating.
HIGH
21:30
Aug 26
Aug 26
HP is scaling its use of OpenAI tools, indicating a deepening partnership and growing dependency on OpenAI's technology for its own operations.
HIGH
21:00
Aug 26
Aug 26
NVIDIA is helping Frontier AI Labs finance compute by partnering with capital providers to raise over $500B, effectively transferring infrastructure buildout risk to institutional capital while solidifying its own GPU pipeline. — This is a massive catalyst for AI infrastructure spending, ensuring that 'compute-limited' startups can access capital to buy NVIDIA hardware, sustaining demand for years.
HIGH
20:30
Aug 26
Aug 26
Agilent is partnering with OpenAI to integrate AI into its commercial operations, signaling a deepening relationship.
HIGH
20:30
Aug 26
Aug 26
Salesforce is making a significant push into the 'vibe coding' / LLM-augmented development market, with customers like Replit and Ohalo building custom apps on top of the Salesforce platform, which increases platform stickiness and data consumption. — This blurs the line between Salesforce and its AI partners, creating a mutual dependency where AI-native apps increase the value of Salesforce's system of record.
HIGH
17:31
Aug 26
Aug 26
Lighter lists OpenAI perp at 5x leverage
Lighter announces a new RWA perpetual listing for OpenAI at 5x leverage; no directional view stated.
LOW
13:00
Aug 26
Aug 26
OpenAI and other AI developers' data center demands likely underpin the 920MW of long-term contracts signed, reinforcing their reliance on round-the-clock nuclear power to meet AI training loads.
LOW
12:56
Aug 26
Aug 26
Chamath notes that expensive frontier AI models face a J-curve ROI problem while enterprises.
Chamath notes that expensive frontier AI models face a J-curve ROI problem while enterprises may shift to cheaper open-source alternatives, but he takes no explicit position.
07:01
Aug 26
Aug 26
OpenAI's custom chip challenges Nvidia's inference dominance.
OpenAI's new in-house inference chip, Jalapeno, outperforms Nvidia's flagship in efficiency and response rate, offering high throughput and low latency to reduce infrastructure costs.
MED
15:33
Aug 24
Aug 24
Author questions whether calling OpenAI's flagship model mode niche is accurate and asks about.
Author questions whether calling OpenAI's flagship model mode niche is accurate and asks about disaggregated inference, without stating a position.
LOW
02:00
Aug 23
Aug 23
Author analyzes competitive dynamics between open-weight models and proprietary AI providers.
Author analyzes competitive dynamics between open-weight models and proprietary AI providers, noting Nvidia's strategic expansion into models but framing implications as analysis rather than a position.
LOW
11:59
Aug 19
Aug 19
The tweet reports accelerating AI revenue growth and notes Anthropic's possible ARR reporting.
The tweet reports accelerating AI revenue growth and notes Anthropic's possible ARR reporting shift, but makes no personal position or directional call.
LOW
18:36
Aug 18
Aug 18
OpenAI may delay IPO, potentially benefiting.
OpenAI has also filed confidentially but seems less rushed and may wait until Q1 2027 to IPO. Because OpenAI will not beat Anthropic to market, it can observe how Anthropic trades, and bankers use the Uber-Lyft analogy to suggest OpenAI could benefit from trading off Anthropic's reception. Profitability and gross margins will likely be key areas investors scrutinize in its eventual S-1.
MED
20:51
Aug 17
Aug 17
Anthropic, OpenAI momentum supports IPO case
Anthropic told prospective investors that second-quarter revenue rose at least 14-fold year over year and its annualized revenue run rate crossed $47 billion in May. OpenAI has an annual run rate above $40 billion and rising revenue. Rachel Metz says each company is showing investors stronger financial information than a month or two ago, which is a really positive sign for a potential IPO, though their ARR calculations are not apples-to-apples.
HIGH
17:33
Aug 17
Aug 17
Deep strategic analysis of Nvidia-OpenAI infrastructure deal covering moat, financing.
Deep strategic analysis of Nvidia-OpenAI infrastructure deal covering moat, financing, and risk implications without explicit position language.
15:03
Aug 17
Aug 17
The AI market supports multiple massive IPOs.
The AI market is large enough to support multiple massive players like Anthropic and OpenAI, offering investors a chance to spread their bets across high-quality, sticky enterprise revenue streams once they go public.
MED
14:03
Aug 17
Aug 17
Nvidia agrees to provide over 100 billion dollars in credit support for a new OpenAI data.
Nvidia agrees to provide over 100 billion dollars in credit support for a new OpenAI data center in Ohio while also investing 1.5 billion into SoftBank's SB Energy.
06:45
Aug 16
Aug 16
Author thanks several companies for leading open-weight AI model development.
Author thanks several companies for leading open-weight AI model development, a factual acknowledgment with no directional position or trade call.
LOW
07:28
Aug 15
Aug 15
Author extrapolates Q2 ARR figures to project $2T and $1T valuations for Anthropic and OpenAI.
Author extrapolates Q2 ARR figures to project $2T and $1T valuations for Anthropic and OpenAI, but this is speculative math without an explicit position.
LOW
20:36
Aug 14
Aug 14
Frontier tokens keep most economic value.
Anthropic and OpenAI can sustain premium pricing for frontier intelligence because a meaningful subset of enterprise buyers will pay for the best model, similar to Apple vs Android; these companies must stay six months ahead to justify their premium, and he believes they can.
MED
20:30
Aug 12
Aug 12
A leading frontier AI company, likely OpenAI, is deploying Cisco's campus networking, indicating a win for Cisco at a high-profile customer.
HIGH
16:50
Aug 10
Aug 10
Author reports strong consumer revenue acceleration for OpenAI and Anthropic from credit card.
Author reports strong consumer revenue acceleration for OpenAI and Anthropic from credit card data, but frames it as data analysis rather than a personal position or trade call.
LOW
About OPENAI Analyst Coverage
Buzzberg tracks OPENAI (OpenAI, L.L.C.) across 39 sources. 9 bullish vs 0 bearish calls from 143 analysts. Sentiment: predominantly bullish (5%). 187 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: Hock Tan, pequityresearch, Jessica Lessin.