OpenAI's plan to nearly double its workforce indicates that the AI competition is intensifying at a deeper level. Money, talent, and developer tools will likely continue to flow in this direction, and the market could easily reheat related narratives. Infrastructure targets like $ICP typically benefit first from this sentiment; $OP and $ENA may also be lifted together, but it's more like sentiment spillover rather than direct earnings realization. $ICP $OP $ENA