OpenAI is considering granting the Trump administration a 5% stake, which, at its current valuation of $852 billion, amounts to approximately $42.6 billion. The proposed deal could transform AI technology into a US national strategic asset.
What Happened
OpenAI is negotiating the transfer of a 5% stake to the Trump administration. The proposed structure involves creating a national sovereign wealth fund modeled after the Alaska Permanent Fund, allowing citizens to receive dividends from economic growth in the AI sector. Implementing this deal would likely require official approval from the US Congress.
Context
Such moves reflect a growing trend toward increased state control over critical technologies. Earlier in 2025, Intel already transferred a 10% stake to the state, indicating the formation of a public-private partnership model in strategic economic sectors.
Why It Matters for the Industry
For the industry, this sets an unprecedented precedent for state equity participation in private tech giants. This could radically change capitalization strategies and regulatory approaches for other AI companies, transforming AI from a purely commercial product into a tool for realizing national interests.
Why It Matters for Users
For users, the transition of AI to the status of a national asset could mean stricter government regulation of the development process for new models, such as the anticipated GPT 5.6. At the same time, implementing the fund model could bring direct financial benefits to citizens in the form of dividends from industry development.
What Is Not Yet Known / Limitations
There are disagreements regarding the impact on innovation: while some experts see opportunities for new engagement with the state, others express concerns that political control could slow technical progress.
Sources
Author
Look at AI, Editorial Team