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OpenAI is exploring a secondary stock sale that could value the company at $500 billion, up from $300 billion earlier this year. This move would allow employees to cash out equity amid intense talent competition in the AI sector. The valuation surge is driven by impressive growth metrics: 700 million weekly ChatGPT users, $13 billion in annual recurring revenue, and a business subscriber base that grew from three to five million recently. Despite projecting substantial losses, OpenAI's rapid expansion continues to attract major investors as the company builds extensive AI infrastructure and competes with tech giants making multi-billion dollar AI investments.

OpenAI is in talks for a secondary share sale that would value the company at $500 billion, up from $300 billion in March 2025. This transaction would allow employees to cash out equity without requiring an IPO. The valuation reflects ChatGPT's growth to 700 million weekly active users and $13 billion in annual revenue. Despite this success, OpenAI faces challenges with its "Stargate" data center project and growing cash burn. The company competes with well-funded rivals like Anthropic and xAI in the increasingly competitive AI sector.

Super Micro Computer reported Q4 2025 sales of $5.8 billion, up from previous quarters, but saw declining profitability metrics. Gross margin fell to 9.5% from 10.2% year-over-year, while net income dropped to $195 million from $297 million. Following the results, shares tumbled as investors reacted to disappointing earnings despite revenue growth. The company faces challenges balancing expansion with profitability in the competitive AI and cloud infrastructure market.

AMD posted record Q2 2025 revenue of $7.7 billion (up 32% YoY), but its Data Center segment disappointed with a $155 million operating loss despite 14% revenue growth. This was primarily due to U.S. export controls on AMD Instinct GPUs resulting in $800 million in charges. The Client and Gaming segment performed well with 69% YoY growth. AMD expects continued growth in H2 2025 driven by AI products and EPYC processors.