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Issue 958 of “The Sequence Radar” examines inference software, modular AI factories, and enterprise AI investments side by side: cheaper per-inference does not necessarily mean lower overall industry spending. This article is compiled from the original publication and supplemented with technical scope and delivery terms based on DeepSeek and NVIDIA’s official materials.
According to TechCrunch, citing CNBC, OpenAI is in talks with Coatue and UAE investors for a new round of private financing worth approximately $30 billion, with a pre-money valuation of $1.25 trillion; if finalized, this would set a new record for the highest valuation among unlisted companies worldwide. Earlier, Bloomberg reported a target valuation of $1.4 trillion, though the terms have not yet been finalized. OpenAI filed confidential IPO documents in June 2026, following a previous funding round in March 2026 that valued the company at $852 billion.
