Nicholas Mugalli(@RealNickMugalli):*OPENAI WILL KEEP INVESTING IN AI DATA CENTERS DESPITE ELECTION RESULTS, CFO *OPENAI CURRENT FUNDRAISING ROUND AT A $1.25T PRE MONEY VALUATION *SPENDING IS NOT CONTINGENT ON POLITICAL OUT OMES *WE’RE COMPUTE CONSTRAINED STILL *ENTERPRISE BUSINESS DOUBLED IN Q 3

Nicholas Mugalli

@RealNickMugalli

Institutional TMT research, made public. AI, semis, data & macro. Daily pre market brief. Full research reports on Substack, DM for partnerships

参加 October 2021

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Nicholas Mugalli@RealNickMugalli

2026.11.06 16:33

*OPENAI WILL KEEP INVESTING IN AI DATA CENTERS DESPITE ELECTION RESULTS, CFO *OPENAI CURRENT FUNDRAISING ROUND AT A $1.25T PRE MONEY VALUATION *SPENDING IS NOT CONTINGENT ON POLITICAL OUT OMES *WE’RE COMPUTE CONSTRAINED STILL *ENTERPRISE BUSINESS DOUBLED IN Q 3