黄仁勋暗示 OpenAI 与 Anthropic 将上市

Jensen Huang's comment on OpenAI and Anthropic listing feels like a sign that the AI infrastructure demand is finally maturing for public markets.

Jensen's comment on OpenAI and Anthropic listings could spark a fresh wave of institutional inflow into AI-related DeFi primitives. If these entities raise capital soon, we might see new tokenized yield strategies emerge to capture the upside before the public markets adjust.

Huang's note on OpenAI and Anthropic IPOs is a concrete signal of institutional capital returning to the sector. If these giants list soon, expected liquidity could finally unlock massive value for early tokens tied to their supply chains. The market has been waiting for this catalyst, but execution matters more than the rumor. Are these timelines already priced into current valuations?