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Morgan Stanley: OpenAI’s $665 Billion Compute Spending Target by 2030 to Boost AI Stocks

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Morgan Stanley noted that OpenAI’s $665 billion compute spending target by 2030 could reshape the AI landscape, presenting a favorable risk-to-reward profile for investors. The firm estimates $45–75 billion in ad revenue from AI-driven platforms, posing a challenge to Google, Meta, and Amazon. Cloud providers are poised to benefit from OpenAI’s partner-led strategy. While short-term margins may come under pressure, long-term value investing in crypto and tech remains attractive as demand for AI infrastructure continues to grow.

BlockBeats report, February 24: Bank of America noted that OpenAI’s adjusted targets—$283 billion in revenue and $665 billion in compute spending by 2030—highlight massive demand for AI in advertising, cloud computing, and productivity.


This move could generate $45–75 billion in advertising revenue, challenging giants like Google, Meta, and Amazon. Meanwhile, OpenAI’s partner-driven compute strategy presents opportunities for major cloud providers in AI infrastructure.


Bank of America believes that, although rising computing costs may pressure short-term profitability, these trends will strengthen the long-term growth of the internet and cloud platforms.

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