In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker OpenAI is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go public, this update is particularly significant. There has been a broad sense of unease across much of the investor sphere as AI seems to have taken over a variety of other industries, and growing concern that a potential "AI bubble" could pop.
For investors considering their next plays in the tech space, it will be key to watch the companies responsible for the hardware that powers AI applications: chip makers. Unease has hit chip stocks, with shares of major producers such as NVIDIA Corp. (NASDAQ: NVDA), Micron Technology Inc. (NASDAQ: MU), and Marvell Technology Group (NASDAQ: MRVL) all dropping sharply over the last week. But will the IPO window reopen, or is this a sign that the market is beginning a dramatic repricing of AI overall?
