OpenAI has reportedly shifted parts of its log management workflow from Data Dog to ClickHouse over the past year, suggesting a potential loss of business for Data Dog.
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These 7 Stocks Will Cash In HUGE on OpenAI Astra
Sep 13, 2026
The creator discusses the rapid advancements in AI, specifically highlighting OpenAI's new Astra model. This model is described as a significant leap beyond simple question-answering, enabling reasoning, research, coding, and task execution. The increased intelligence is expected to drive demand for compute, infrastructure, and capacity, creating substantial opportunities for companies powering this ecosystem. The creator aims to identify specific companies poised to benefit from OpenAI's growth.
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Nebius is highlighted as a fast-growing Neocloud with direct OpenAI relationships, significant revenue acceleration, and improving profitability, with its stakes in ClickHouse and AVID expected to drive massive valuation increases.
ClickHouse, a minority stake owned by Nebius, has surpassed $350 million in ARR, showing strong growth and direct relationships with OpenAI, with massive valuation increases expected.
Amazon is poised to benefit significantly from its investment in OpenAI and the accelerated growth of its AWS segment, which is increasingly tied to OpenAI's infrastructure needs.
Nvidia's older A100 chips are lasting longer than expected, impacting the data center hardware market.
Coreweave is a smaller, rapidly growing company showing higher performance in data center buildouts, with significant RPO and aggressive expansion plans despite a large debt load.
Oracle is a compelling investment due to its massive infrastructure projects for OpenAI, significant future growth backlog, and improving debt situation, despite current negative free cash flow.
Broadcom is a primary pick due to its close partnership with OpenAI on custom AI chips, rapid revenue growth in semiconductor solutions, and strong profit margins.
Microsoft is the number one pick to benefit from OpenAI's massive compute buildout due to its significant investment in OpenAI and strong Azure cloud growth.