OpenAI is driving massive datacenter buildouts, indicating significant future revenue for key hardware and cloud providers. Recent deals include a potential $400B agreement with Broadcom ($AVGO) for 10GW, a 6GW deal with AMD ($AMD), and a $100B deal with Nvidia ($NVDA) for 10GW. Oracle ($ORCL) also reported a 350% increase in Remaining Performance Obligations (RPO) due to a $300B deal with OpenAI, highlighting strong demand for their cloud infrastructure.