OpenAI plans to invest a staggering $1.4 trillion in AI infrastructure, indicating significant financial opportunities for three key companies.
A Major Investment in AI
Last year, Sam Altman, the CEO of OpenAI, announced a commitment to invest $1.4 trillion to develop an additional 30 gigawatts of computing power. His ambitious target is to increase compute by 1 gigawatt each week, with each gigawatt estimated to cost around $40 billion.
Whether OpenAI can deliver on these promises remains to be seen. Nonetheless, Altman’s comments highlight the massive influx of funds into the essential infrastructure for artificial intelligence (AI).
This financial wave benefits not just chip manufacturers, but also data center firms and energy providers. The three companies discussed in this article, in particular, stand to gain significantly.
Nvidia: The Front-Runner
First, we have Nvidia (NVDA 1.33%), a company renowned for its dominance in the AI chip market. Nearly all major AI developers rely on Nvidia hardware, including Alphabet, which is transitioning to its own Tensor Processing Unit (TPU) but still utilizes Nvidia technology.
Memory Demand Spike
The AI industry has an insatiable need for resources, especially memory, which has led to a shortage of components like RAM and DRAM. TrendForce anticipates that DRAM prices will soar by 50% to 55% in early 2026, benefiting producers such as Micron Technology (MU +0.78%), which has shifted focus from the consumer PC market to cater to AI demand.
Energy Needs of Data Centers
Data centers, which are crucial for AI operations, are rapidly consuming energy. The International Energy Agency predicts that global energy requirements will double by 2030. Virginia has emerged as the hotspot for data centers, with almost 600 new ones under construction, surpassing even California in energy consumption due to its data center demands.
Dominion Energy’s Strategic Advantage
This growth in data centers positions Dominion Energy (D +0.29%) as a beneficiary, given its status as the largest power provider in Virginia. The company experienced an 8.36% year-over-year revenue growth in Q3 2025, highlighting its potential to capitalize on the expanding energy needs of data centers.
