The Information's TITV OpenAI’s $100B Funding Round, SpaceX 2026 IPO, and AMD’s Debt Play
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Feb 19, 2026 Dallas Dolan, PwC tech leader on enterprise AI and shifting software models; Myles Krupa, AI and finance reporter on chip financing and AMD’s backstop; Avery Marquez, Renaissance Capital IPO strategist on investor appetite for AI listings; Anne Guillen, e-commerce reporter tracking consumer IPOs. They discuss OpenAI’s massive funding and IPO timing. They cover Hungryroot and consumer IPO quality. They unpack AMD’s chip-financing play and the evolving SaaS spending model.
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Huge Revenues, Huger Compute Costs
- OpenAI reported roughly $13B revenue in 2025 but faces massive multi-year compute costs estimated at $450B from 2025–2030.
- The $100B+ raise buys runway and optionality, letting the company time an IPO around 2026–2027 based on market conditions.
HungryRoot’s Meal-Planning Growth Story
- HungryRoot is an online grocery delivery and meal-planning service that personalizes weekly menus to user dietary preferences.
- The company reported $700M revenue in 2025, up 55% year-over-year, and is eyeing an IPO possibly as soon as this year.
Consumer IPOs Are Coming Back
- Recent consumer IPO candidates feature stronger unit economics and profitability focus compared with the 2020–2021 cohort.
- That shift is reviving appetite for consumer IPOs after years of weak post-IPO performance.