AI
Yahoo Finance: OpenAI revenue growth could buoy AI infrastructure plays
A market take connecting revenue expectations to capex and infrastructure suppliers.
If demand stays strong, infrastructure winners may be those who can provide capacity without margin collapse.
What to know
- Revenue growth can validate long capex cycles.
- Suppliers benefit when utilization stays high.
- The risk: demand volatility and pricing pressure.
Source: https://finance.yahoo.com/news/openais-revenue-growth-could-3-182000108.html
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