Gotrade News - OpenAI's $852 billion valuation is drawing fresh scrutiny from investors as the company's strategic direction comes into question. The Financial Times reported that some early backers have flagged "a lack of focus" even as OpenAI reported roughly $25 billion in annualized revenue as of February 2026.
Meanwhile, Anthropic surged to $30 billion in annualized revenue by March 2026, up from just $9 billion at the end of 2025, driven by surging demand for its coding tools. OpenAI's finance chief Sarah Friar defended the company's recent $122 billion funding round as reflecting "strong investor backing" ahead of a potential 2026 IPO.
Key Takeaways:
- OpenAI's $852B valuation faces investor concern over strategic focus as rival Anthropic surpasses it in annualized revenue at $30B vs $25B
- Broadcom CEO projects custom AI chips will generate over $100B in revenue by end of 2027, with AVGO AI revenue already up 106% year-over-year
- Community backlash against AI data centers is spreading nationwide, creating new infrastructure risks for big tech buildout plans
The competitive pressure from Anthropic is compounding OpenAI's valuation challenge at a critical juncture. OpenAI is increasingly pivoting toward enterprise customers while defending ChatGPT's consumer dominance, a dual-front battle that some investors view as a strategic risk.
On the chip front, Anthropic announced it will deploy next-generation Tensor Processing Units starting in 2027. These TPUs are designed collaboratively by AVGO Broadcom and GOOG Alphabet, signaling a significant expansion of custom silicon for AI training.
AVGO reported $8.4 billion in AI semiconductor revenue in Q1 FY2026, a 106% year-over-year increase. Broadcom CEO Hock Tan projects custom AI chips alone will generate over $100 billion in revenue by end of 2027, a figure that illustrates how rapidly the market is scaling. NVDA Nvidia retains a commanding position despite the custom chip momentum. Wall Street projects 79% revenue growth for Nvidia's upcoming quarter and 71% growth for the full fiscal year, with computing capacity reportedly sold out or nearly sold out through 2027.Anthropic's chip strategy is explicitly diversified, using three different processors for Claude model training including Google's TPUs, Nvidia's GPUs, and Amazon Trainium chips. This multi-supplier approach prevents any single vendor from gaining excessive pricing power over Anthropic's infrastructure costs.
The AI buildout faces a separate challenge at the community level. Residents of Festus, Missouri voted out four of eight city council members after officials approved a $6 billion, 360-acre AI data center without adequate public review, according to Benzinga.
Investor Chamath Palihapitiya responded to the Missouri situation on social media, calling it "not a good sign for the foundation model companies." The pattern is spreading with New Brunswick rejecting a proposed data center, and Senators Bernie Sanders and Alexandria Ocasio-Cortez introducing an AI Data Center Moratorium Act in March 2026.
Nearly half of all proposed AI data center projects face delays or cancellations, with equipment shortages extending build timelines from around two years to roughly five years. ORCL Oracle and MSFT Microsoft have both faced community opposition to proposed facilities.
For investors watching this space, the AI infrastructure story is bifurcating into winners at the chip layer and friction at the deployment layer. AVGO and NVDA are well-positioned regardless of which foundation model wins the consumer battle.
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The OpenAI valuation question will likely find its answer when the company files for its IPO. Until then, the Anthropic revenue surge and community resistance to data centers will remain key variables shaping how investors price the AI supercycle.
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