OpenAi has just achieved an assessment of 500,000 million dollarshalf Billonazo, surpassing Spacex and becoming the most valuable startup in the world. But its influence goes far beyond its own assessment.
Why is it important. Sam Altman’s company has developed a market power reserved so far only giants such as Apple or Nvidia. Each announcement, each alliance, each public mention triggers or has shares of traded companies in minutes.
The AMD effect. On Monday, AMD rose 24% (reached a +32%) after announcing An agreement with OpenAI to supply 6 gigawatts of calculation power. The company reached negotiation levels seen only twice in four decades. OpenAI will receive up to 10% AMD if certain milestones are met.
- AMD triggered its capitalization to 267,000 million dollars.
- The stock market jump placed the company at “extremely overcompraned levels”, According to Bespoke Investment Group.
- Nvidia, its main competitor, fell 1.1% the same day.
King Midas Week. AMD’s high is not an isolated case. Last week, Openai caused three stock market earthquakes with simple ads:
- Shopify and Etsy They shot themselves After showing an instant shopping function in Chatgpt.
- Software companies such as Atlassian, Docusign and Hubspot almost 10% collapsed When Openai published an article on internal tools of AI.
- A package of Saas shares of Goldman Sachs registered its worst week in two months, with A 3.3% drop.
The money trail. OpenAI has closed in 2025 agreements worth more than half billion dollars, despite generating annual losses exceeding 2.5 billion. Its biggest problem: Chatgpt’s operating costs far exceed subscription income.
- Income in the first semester of 2025: 4.3 billion dollars.
- Losses in the same period: 2.5 billion.
- Chatgpt users: more than 800 million.
The idea is that at some point in the future expenses and income are equated, but the costs do nothing but grow at a much higher rate than the income. In the OpenAi roadmap there must be more than substitutions of $ 20 and 200 for the heavy users. Even more than advertising for those who do not pay. There must be something like customary solutions to replace entire departments.
Yes, but. The event on Monday 6 showed how far this power comes. Companies simply mentioned during the event immediately rose on the stock market:
- Figma rose 7.4%.
- Salesforce 2.3%.
- Expedia and TripAdvisor came to shoot 7% before going back.
- Mattel touched 6% after announcing a collaboration with Sora 2.
Between the lines. Analysts are divided into two large groups:
- Who see in these movements an irrational bubble.
- And those who defend that OpenAI is creating real use cases.
OpenAi no longer competes with other companies of AI. It has accumulated so much power that its strategic decisions determine who wins and who loses in entire sectors: semiconductors, business software, electronic commerce, social networks.
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Outstanding image | Xataka
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