Feb. 21 at 2:16 AM
$MSFT $ORCL $NVDA $AMZN let us see how markets take this news:
IMO should be positive -
- OpenAI has reduced its 2030 compute buildout target to
$600 billion from
$1.4 trillion, per The Information, while securing a
$100 billion funding round at an
$830 billion valuation from SoftBank, Nvidia, Amazon, and Microsoft, emphasizing efficiency over unchecked expansion.
- The company projects 27% higher revenue through 2030 from ChatGPT subscriptions, AI model licensing, and emerging areas like advertising, but anticipates
$111 billion in extra cash burn, highlighting a pivot to commercialization despite ongoing high costs.
- This strategic shift addresses investor scrutiny on AI infrastructure sustainability, potentially easing valuation pressures and boosting market confidence in partners like NVDA and AMZN by signaling more disciplined growth paths.
