OpenAI Hits $840B Valuation as AI Giants Race to Redefine the Stack

OpenAI Hits $840B Valuation as AI Giants Race to Redefine the Stack









OpenAI Hits $840B Valuation as AI Giants Race to Redefine the Stack

OpenAI has raised $110B at an $840B valuation, shutting down Sora, and pivoting to ‘Spud.’ Plus: DeepSeek Engram, Meta Hyperagents, and Anthropic’s Mythos model. This week delivered a cluster of significant developments across OpenAI, Anthropic, Meta, and DeepSeek that collectively outline where AI is headed in 2025.

What makes the move notably strategic is that shutdown of one type of AI product, which is a pipeline of models that suggests the next phase of the AI race is about compute allocation as much as it is about the next phase of AI research. This week delivered a cluster of significant developments across OpenAI, Anthropic, Meta, and DeepSeek that collectively outline where AI is headed in 2025.

What makes the move notably strategic is that shutdown of one type of AI product, which is a pipeline of models that suggests the next phase of the AI race is about compute allocation as much as it is about the next phase of AI research. This week delivered a cluster of significant developments across OpenAI, Anthropic, Meta, and DeepSeek that collectively outline where AI is headed in 2025.