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Moonshot AI
VS
OpenAI

AI infra comparison — funding, valuation, and investors, sourced from Value Add Pulse coverage.

MA
Moonshot AI

Beijing-based AI lab behind the Kimi chatbot and the open-weight Kimi K3 model, with ARR surpassing $300M by mid-2026 and a $35B valuation.

29 Pulse stories
O
OpenAI

OpenAI is the maker of ChatGPT and the GPT model family, serving roughly 900M weekly active users with 50M+ paid subscribers — it filed its S-1 on June 8, 2026 ahead of a planned IPO.

231 Pulse stories
Total Raised
$7B+
$180B
Moonshot AIOpenAI
Last Valuation
$35B (Jul 2026)
$852B
Moonshot AIOpenAI
AI infra
Sector
AI infra
2023
Founded
2015
Beijing, China
HQ
San Francisco, California, USA
Private
Status
Private
Moonshot AI investors
AlibabaTencentHongShan (Sequoia China)MeituanXiaohongshuIDG Capital
OpenAI investors
MicrosoftSoftBankNvidiaAmazonThrive CapitalSequoia CapitalKhosla Ventures

Data from Value Add Pulse coverage and company research — see the full threads for Moonshot AI and OpenAI.

@Trace_Cohen·t@nyvp.com