According to the latest report by Cailian News, global AI leader OpenAI has made significant progress in its capital strategy. Sources reveal that the company is planning to go public (IPO) in the fourth quarter of 2026 and has already started informal discussions with relevant banks.

The Capital Feast: Giants Invest Heavily, Valuation Skyrockets

OpenAI's ongoing financing negotiations show that its market valuation has soared to an astonishing 830 billion dollars:

Amazon's Massive Investment: It is reported that Amazon is negotiating to invest up to 50 billion dollars in OpenAI.

Soufun Continues to Follow: The Japanese consortium Soufun also plans to add an additional investment of up to 30 billion dollars.

Explosive User Growth: Currently, OpenAI's monthly active users have exceeded 800 million, and AI tools are rapidly evolving into new global infrastructure applications.

Industry Trends: AI Shifts from "General" to "Vertical Application"

As OpenAI's capital process accelerates, domestic and international technology giants are intensively driving AI technology to penetrate vertical scenarios:

Accelerated Implementation: Guojin Securities points out that AI is deeply integrating into the core business processes of vertical industries.

Expanded Demand for Inference: With the expansion of application penetration, the demand for inference computing power from the user side and task form end is expanding across the board.

Market Attention: A-share Companies Benefiting from AI

Driven by this news, domestic AI application-related companies have attracted significant attention:

Nanling Technology: Continuously applies AI technology to empower enterprise scenarios and provides "Cloud Intelligence Network Security" integrated services for the AI industry chain.

Zhongkong Technology: Cooperates deeply with Huawei to jointly create full-process AI innovation solutions in multiple industries, exploring the integration of large models and hardware.