CoinWorld News reports that on February 24, Bank of America pointed out that OpenAI's revised goal—achieving $283 billion in revenue and $665 billion in computing expenditure by 2030—demonstrates the enormous demand for AI in advertising, cloud computing, and productivity sectors. This move could generate $45–75 billion in advertising revenue, challenging giants like Google, Meta, and Amazon. Meanwhile, OpenAI's partner-led computing strategy also presents opportunities for large cloud providers to offer AI infrastructure. Bank of America believes that although rising computing costs may pressure short-term profit margins, these trends will strengthen the long-term growth of the internet and cloud platforms.
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CoinWorld News reports that on February 24, Bank of America pointed out that OpenAI's revised goal—achieving $283 billion in revenue and $665 billion in computing expenditure by 2030—demonstrates the enormous demand for AI in advertising, cloud computing, and productivity sectors. This move could generate $45–75 billion in advertising revenue, challenging giants like Google, Meta, and Amazon. Meanwhile, OpenAI's partner-led computing strategy also presents opportunities for large cloud providers to offer AI infrastructure. Bank of America believes that although rising computing costs may pressure short-term profit margins, these trends will strengthen the long-term growth of the internet and cloud platforms.