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00:03OpenAI's massive infrastructure bets are shining a spotlight on Microsoft and the other cloud hyperscalers as earnings week arrives, according to CNBC.
00:12Valued at roughly $500 billion, OpenAI has announced about $1 trillion worth of future infrastructure commitments via partnerships with NVIDIA, Oracle, and Broadcom.
00:23Analysts caution that the bottleneck is now compute capacity and power, not demand.
00:29Investors expect the major hyperscalers reporting this week to present bold but disciplined AI investment strategies as their combined capital spending is projected to rise 24% to nearly $550 billion next year.
00:42Analysts say Amazon, Microsoft, and Google must show cloud revenue growth as massive AI spending has yet to deliver clear returns.
00:50Analysts are watching how Microsoft's co-pilot boosts business growth, Google's AI strengthens search and ads, and Meta's AI improves ad targeting.
00:58For all things money, visit Benzinga.com.
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