Opinion: The potential IPO of OpenAI may trigger a chain reaction in infrastructure stocks

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BlockBeats News, June 18 — MIT cognitive science PhD and AI researcher Gary Marcus warned that OpenAI’s potential IPO and cash burn issues could pose risks to some technology stocks that are highly dependent on AI computing power demand. This view offers a more bearish narrative for the currently hot AI infrastructure trading.

Marcus believes that the valuations of companies such as Nvidia, Oracle, and CoreWeave are partly built on the expectation that OpenAI will continue making large-scale purchases of chips and data center capacity. If OpenAI’s listing process does not go smoothly, its valuation faces pressure, or spending is cut due to price wars, these suppliers may see downward revisions to revenue forecasts.

This month, OpenAI has already filed a confidential S-1 to pave the way for a potential IPO. Meanwhile, the market is also watching its high computing costs, its competition with Anthropic, and whether corporate clients will reduce call volumes due to AI usage costs being too high.

Marcus’s concerns go beyond the stock level. He suggested that if AI data center financing, cloud computing contracts, and OpenAI’s demand become highly interlinked, a contraction in core customer spending could cause lenders to reassess the credit quality of AI-related assets.

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