OPENAI’S $665B SPEND TO BOOST AI STOCKS BY 2030 Bank of America says OpenAI’s revised targets—$283 billion in revenue and $665 billion in compute spending by 2030—signal huge demand for AI across ads, cloud, and productivity. The move could create $45–75 billion in ad revenue, challenging giants like Google, Meta, and Amazon. Meanwhile, OpenAI’s partner-led compute strategy opens opportunities for hyperscalers to supply AI infrastructure. BofA sees these trends as reinforcing long-term growth in internet and cloud platforms, despite near-term margin pressures from rising compute costs.(*Walter Bloomberg)