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Bernstein: OpenAI's Computing Infrastructure Spending May Reach $614 Billion by 2030, Below the Widely Cited $750 Billion
1 day ago /
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Author：小编
Bernstein analyst Mark Moerdler estimates that the cumulative infrastructure spending tied to OpenAI's disclosed computing partnership agreements could reach $614 billion by 2030 — below the widely cited $750 billion figure. This estimate assumes that all identified contracts are executed as planned; however, actual spending may be reduced or delayed due to data center construction delays, project cancellations, and adjustments to hardware procurement.
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