Positive users see OpenAI's $750B data center projection as validating compute moats and growth for neoclouds like CoreWeave and Oracle, while negative users dismiss the figures as unrealistic or excessive.
Based on 7 visible X reactions from 19 accounts; directional sample.
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@firstadopter the S&P is 33% seven companies, but opai's just the 8th. it's the kid at the party who already drank all the champagne and tells you he's sober
@zephyr_z9 bruh why aren't u banning all spam bots cluttering up your comment sections?
@zephyr_z9 okay so $ORCL is derisked now, pump it up
@zephyr_z9 750b is wild but growth could cover it
👀 WSJ: OpenAI "said Wednesday it would invest $20 billion to kick off a data center called Project Camellia, in Effingham County, Ga. Sachin Katti, OpenAI’s vice president of compute strategy, said the company has contracted with utility Georgia Power to receive 3.2 gigawatts of power between 2028 and 2032. The project represents the first site in which OpenAI is the lead designer and developer. At its other sites, OpenAI rents chips from cloud providers such as Oracle and Amazon Web Services."
WSJ: "OpenAI is scaling up its data-center ambitions—and its budget for spending on them. The artificial-intelligence company has raised its projected spending on computing power to around $750 billion through 2030, up from a projection of roughly $600 billion earlier this year, according to a person with knowledge of its projections."
BRUH $750B is a lot. Although considering how their revenue is growing, they might be able to find it
Positive users see OpenAI's $750B data center projection as validating compute moats and growth for neoclouds like CoreWeave and Oracle, while negative users dismiss the figures as unrealistic or excessive.
Based on 7 visible X reactions from 19 accounts; directional sample.
Ask a question below.
Published answers will appear here.