Exponential, Distilled

Exponential, Distilled

Thematic Research

The $1T OpenAI Trade

Each OpenAI deal fuels the next leg up...

Exponential, Distilled's avatar
Michael Anwar's avatar
Exponential, Distilled
and
Michael Anwar
Oct 17, 2025
∙ Paid

OpenAI is the biggest story in financial markets.

Over $1T in OpenAI-linked deals are lifting semis, software, and energy stocks as capital pours into the backbone of AI.

With Stargate’s $500B fund now deploying, the AI supply chain is the new gold rush.

Source: Bloomberg

This post is for paid subscribers

Already a paid subscriber? Sign in
Michael Anwar's avatar
A guest post by
Michael Anwar
Analyst at Exponential, Distilled. On a mission to explore the forefront of blockchain technology and translate complex innovations into educative insights.
Subscribe to Michael
© 2025 Crypto, Distilled
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture