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OpenAI could lease 10GW data center valued at $500B, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, comments on reports that OpenAI is considering leasing a 10-gigawatt data center with a potential price tag of $500 billion.
He highlights the scale of this investment, emphasizing that it requires a massive amount of chips, racks, and cables. Lupton expresses a preference for investing in companies positioned to benefit from this level of data center capital expenditure, referencing CRDO, ALAB, AAOI, LITE, and COHR.
Lupton has previously identified CRDO and ALAB among his preferred stock picks, noting their growth alongside larger players such as MRVL with a $260 billion market cap in a recent report. He also commented earlier on RDDT, referencing its rumored consideration of a $1 billion data licensing agreement as one of the world's top websites by market value in a separate update. His recent remarks follow a series of observations on companies poised to benefit from major industry investments.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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