With OpenAI announcing a 26 billion watt infrastructure plan, the long-term prospects for the three associated vendors have changed dramatically. Among them, since AMD received 6 billion watts of order distribution, market expectations increased the most — the consensus revenue forecast related to artificial intelligence from 2026 to 2028 increased from about US$56 billion at the beginning of the year to about US$80 billion, an increase of 43%. Nvidia and Broadcom's multi-year AI revenue forecasts also increased by 30% to 50% at the same time, reflecting increased market confidence in the sustainability of infrastructure demand as more deployment plans related to OpenAI were revealed.

With OpenAI announcing a 26 billion watt infrastructure plan, the long-term prospects for the three associated vendors have changed dramatically. Among them, since AMD received 6 billion watts of order distribution, market expectations increased the most — the consensus revenue forecast related to artificial intelligence from 2026 to 2028 increased from about US$56 billion at the beginning of the year to about US$80 billion, an increase of 43%. Nvidia and Broadcom's multi-year AI revenue forecasts also increased by 30% to 50% at the same time, reflecting increased market confidence in the sustainability of infrastructure demand as more deployment plans related to OpenAI were revealed.