OPENAI PRESSING THE COMPUTE BET WITH 1GW+ DATACENTERS

We’re entering a world where compute gets cheaper… but demand goes parabolic.

$AMZN CEO Andy Jassy laid it out in Q3. $GOOGL’s Sundar echoed it. $MSFT’s Nadella will confirm it Wednesday. And $ORCL’s Larry Ellison already preached it weeks ago.

Model evolution is exponential… the real bottleneck isn’t today’s $NVDA or $AMD demand, it’s what’s coming.

These 1GW+ datacenters aren’t built for now… they’re built for the future flood.