Patel predicts OpenAI could raise $100 billion at $500 billion valuation to build a $100 billion supercomputer after GPT-5.
“And after GPT-five releases, if he goes to the market and says like, Hey, I want to raise $100,000,000,000 at $500,000,000,000 valuation, I'm sure the market would give it to him.”
Patel predicts OpenAI will raise 50 to 100 billion dollars by early next year to fund planned cluster builds.
“there's no fucking way you can pay for the scale of clusters that are being planned to be built next year for OpenAI until unless they raise, like, 50 to $100,000,000,000, which I think they will raise that, like, end of this year, early next year.”
Patel is raising a four hundred million dollar fund called SemiAnalysis Capital Fund One and holds stakes in about twenty startups including Mira Murati's company.
“SITUATION EXPLAINED: Dylan Patel is turning SemiAnalysis research into a $400 million fund. • The fund is called SemiAnalysis Capital Fund One, targeting $400 million • Patel already has stakes in roughly 20 startups, including Mira Murati's Thinking Machines • He previously”