February 2026

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Edition · February 2026

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KeyRank 95

Scaling AI for everyone

OpenAI's massive $110B Series raise at $730B valuation represents a watershed moment for AI infrastructure financing, with hyperscalers (Amazon, NVIDIA) and sovereign wealth (SoftBank) now co-investing at scale. This reshapes the compute-access flywheel and signals confidence that scaling economics remain viable despite power/fab constraints.

Why it ranks · · $110B total new investment · February 2026

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