OpenAI is reportedly in early talks to grant the US government a 5% equity stake, a move that could secure federal support for its $1.4 trillion in spending commitments for datacenters. While potentially bullish for OpenAI's stability and future capex-driven GDP growth, the proposal raises questions regarding whether competitors like Anthropic will seek similar public ownership deals. The sentiment is mixed, viewed either as a strategic alignment with the government or a sign of underlying financial pressure within the startup.