🤖 OpenAI's $665B Compute Play BofA says OpenAI's targets — $283B revenue + $665B compute spend by 2030 — signal massive AI demand. Could create $45-75B in ad revenue alone, challenging Google, Meta, Amazon. AI infra stocks to watch.
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🤖 OpenAI's $665B Compute Play BofA says OpenAI's targets — $283B revenue + $665B compute spend by 2030 — signal massive AI demand. Could create $45-75B in ad revenue alone, challenging Google, Meta, Amazon. AI infra stocks to watch.