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Analysis projects OpenAI could exceed $280 billion in infrastructure spending by 2030, signaling massive Stargate data-center and compute-buildout commitment.
Underscores hyperscaler capex arms race; OpenAI's projected scale validates massive GPU, data-center, and power demand, pressuring competitors (Microsoft, Google, Meta) to match investment or cede market share; signals long-term bullishness on AI compute ROI.
Trade pressSlicast · September 22, 2026 at 12:55 UTC · US · Source: UA.NEWS
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