OpenAI's App Push Ignites Compute and Storage

Overnight, a bombshell from OpenAI ignited the market.

According to reports, the company is launching a two-pronged push into AI applications: the launch of "Sora 2," an AI-powered version of TikTok for short-form video, and the creation of an "AI Amazon" through a partnership with e-commerce giants to enable instant shopping via ChatGPT. The AI giant's strategic focus is rapidly shifting from technology provider to application platform.

This move follows recent comments from Nvidia CEO Jensen Huang, who expressed extreme bullishness on AI and predicted that OpenAI could become the next multi-trillion-dollar hyperscaler.

As OpenAI aggressively expands into applications, a follow-the-leader effect among tech giants is expected. When AI features become standard, all services will eventually evolve into AI applications. Behind this transformation lies a colossal demand for token calls and compute power, creating an inelastic need that will undoubtedly ignite the growth engines of the compute and storage markets.

Compute is the engine that processes data, while storage is its foundation. As these two sectors heat up, which companies are the true high-potential stocks?

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