PANews, June 27 – U.S. stock futures across the three major indexes fell collectively on Friday, with the tech sector leading the decline, and chip and storage names broadly weakening, CNBC reported. Two core concerns continue to simmer in the market: first, the persistently rising cost pressure from AI infrastructure; second, expectations of a slowdown in the overall funding pace for the AI sector.

According to media reports, OpenAI is considering postponing its IPO to next year. The reasons for the delay include heightened volatility in AI concept stocks, weakening market sentiment, and the weak post-listing share performance of SpaceX, which has prompted investment banks and corporates to reassess the current listing window.

JPMorgan's trading desk analysis indicates that OpenAI's decision to hold off on its IPO further amplifies market doubts about the sustainability of AI infrastructure investment. This will not only affect the funding enthusiasm across both primary and secondary markets for the entire industry but may also directly slow the pace of AI computing infrastructure expansion and capital expenditure deployment across the entire supply chain.