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Investing.com -- OpenAI's artificial intelligence computing commitments could translate into $614 billion of infrastructure spending through 2030, substantially below widely cited figures of $750 billion, according to Bernstein analyst Mark Moerdler, who sees limited immediate risk for major cloud providers. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The estimate assumes every identified contract proceeds on schedule, an outcome considered unlikely as construction delays, cancellations and flexible hardware purchases could reduce or defer payments.
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