Search
OpenAI has announced an ambitious infrastructure initiative boasting a capacity of 26 billion watts, a move that has substantially reshaped the long-term outlooks for its three key suppliers. Notably, AMD has experienced the most significant surge in market anticipation, owing to its acquisition of a 6 billion watt contract. Consequently, projections for AMD's AI-driven revenue from 2026 to 2028 have soared from an initial estimate of around $56 billion to approximately $80 billion, reflecting a notable 43% hike. Similarly, NVIDIA and Broadcom have also witnessed upward revisions in their multi-year AI revenue forecasts, with increases ranging from 30% to 50%. This trend underscores the market's escalating confidence in the enduring demand for infrastructure, as further details of OpenAI's deployment strategies continue to emerge.
-
C114 Communication Network -
Communication Home
