2026-11-08 06:25:24
Bernstein Estimates OpenAI Infrastructure Spending at $614B by 2030, Below $750B Market Consensus
According to Bernstein analyst Mark Moerdler, OpenAI's cumulative infrastructure spending across disclosed power partnerships could reach $614 billion by 2030, significantly below the widely cited $750 billion market estimate. The forecast assumes all identified contracts proceed as planned, though