Gene Munster Claims OpenAI Remains ‘Undervalued’ at $830 Billion Amidst Growing Losses and Big Tech Investments: The Astonishing Reality of AI’s Potential – Featuring Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG)

Deepwater Asset Management’s Gene Munster argues that OpenAI’s rumored $830 billion valuation may still underestimate its long-term potential due to its explosive growth and significant scale amid Big Tech’s aggressive AI investments. Discussing the valuation on X, Munster noted it has surged from $30 billion in 2022 to a projected $830 billion, despite anticipated cumulative losses between $100 billion to $150 billion from 2025 to 2029. While concerns around market bubbles and the talent war with rivals like Meta and Google persist, Munster emphasizes the bullish case driven by tech leaders reallocating billions towards AI, predicting OpenAI could realistically double or triple in value by 2026. He believes that with OpenAI’s rapid revenue growth and massive user base nearing 900 million, if the company’s growth trajectory continues, the $830 billion valuation will appear low. Separate IPO plans could aim for a valuation of up to $1 trillion, further highlighting OpenAI’s potential in the AI sector.

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