OpenAI’s Massive AI Buildout Fuels Bull Market—And Poses Its Biggest Risk

Benzinga

OpenAI’s $1T data center expansion is driving the 2025 bull market—and its biggest risk. With $300B from Oracle and $100B from Nvidia, the plan faces energy limits requiring 15 nuclear reactors to power its AI infrastructure.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02OpenAI's trillion-dollar data center push has become the defining force behind the 2025 bull market

00:07and possibly its biggest risk, according to Barron's.

00:10Chat GBT Maker has lined up $1 trillion in commitments to expand global AI infrastructure,

00:16including $300 billion in cloud purchases from Oracle and $100 billion in equity-backed support from NVIDIA.

00:22OpenAI's $800 billion spending plan exceeds historic funding precedents,

00:25surpassing a decade of Apple's free cash flow and matching four years of total U.S. private financing.

00:31Borrowing is also unlikely as even heavily indebted firms like Verizon lack the scale OpenAI would need

00:36and possess tangible assets it does not.

00:39OpenAI faces an energy bottleneck, requiring power equivalent to 15 nuclear reactors

00:43to support its planned 16 gigawatts of data centers.

00:46If OpenAI cannot secure funding for its expansion, it could trigger a market downturn,

00:50with Oracle especially vulnerable after its stock surge on their $300 billion cloud deal.

00:55For all things money, visit Benzinga.com.

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