Part 7/14:
The ripple effects of OpenAI’s infrastructure investments are expected to intensify competition among tech giants. In particular, companies such as Meta, XAI, Google, and Anthropic may need to double their compute capacity to keep pace with the growth spurred by OpenAI’s recent deals. Meanwhile, hardware suppliers like AMD, Nvidia, and Broadcom are poised to experience significant revenue growth over the coming years, potentially reshaping the landscape of AI infrastructure.