So, that big bombshell news about OpenAI receiving US$ 110 billion in investment generated far less market buzz than we’d expect. Amazon, SoftBank, and Nvidia put serious money on the table—US$ 50 billion, US$ 30 billion, and US$ 30 billion respectively—taking OpenAI’s valuation to no less than US$ 730 billion. But you know that domino effect you imagine would happen? Not really.

What’s curious is that AI-related stocks reacted quite mildly. Amazon fell 0.93%, Nvidia plunged 4.4% (despite being up 1% over the last three months), and SoftBank was flat. Meanwhile, some smaller stocks such as Soundhound AI rose 11.88% and Guardforce AI gained 9.56%, but there was no broad explosion.

On the AI cryptocurrency side, the move was equally restrained. NEAR rose 6.6%, ICP surged 13%, Filecoin gained 5%, but Bittensor fell 1% and Render Network retreated 4.4%. The sector overall grew by only 1%. It seems the market is still processing what this really means.

The most interesting one is Worldcoin. Since it shares the same founder as OpenAI, you’d think it would have reacted more strongly, right? Wrong. WLD fell 1% on the day despite the massive investment in its sister company. The price is currently at US$ 0.27, trying to recover from a descending wedge pattern on the 3-day chart. Still above the support zone at US$ 0.38 according to previous analyses, but things are consolidating.

What stands out is that this massive investment in OpenAI should boost both the company and related projects. After all, the three giants—Amazon, SoftBank, and Nvidia—are betting that AI will transform everything. Companies like Block have already cut their workforce from 10,000 to 6,000 after integrating AI, showing that institutions are truly using it for operational efficiency.

The question now is whether the market will wake up to this reality, or whether these moves are just the beginning of something bigger still to come. If WLD can break out of this consolidation, it could try to recover its historical ATH of US$ 11.74 seen at the start of 2024. But for now, it looks like everyone is waiting to see how things play out. The AI market has potential, but the real reaction may take time to show up. It’s worth keeping an eye on how AI-linked stocks and cryptocurrencies behave over the coming months.