OpenAI
companyApplication layer 0.9
In cascades:
- → category beneficiary datacentresAI load growth re-rates firm clean generation (nuclear PPAs).
- → category beneficiary datacentresEvery GW of AI datacentre needs power and cooling infrastructure.
- → category beneficiary datacentresAI clusters pull 800G+ Ethernet buildouts.
- → drives demand for datacentresCustom-accelerator programs and cluster networking scale with frontier compute.
- → drives demand for datacentresFrontier-lab training and inference demand is the marginal buyer of accelerators.
Score
Momentum
55
Divergence
+0.27
30d momentum
—
Components — cohort company:application-layer
| Family | Velocity 7d | z | Weight | Source |
|---|---|---|---|---|
| code | missing | |||
| models | missing | |||
| apps | 295.1B | +0.03 | 0.20 | or_app_tokens |
| hiring | gap | — | 0.15 | — |
| sdk | 55.9M | +1.13 | 0.10 | npm_downloads_weekly+pypi_downloads_weekly |
| attention | gap | — | 0.10 | — |
Memos (0)
No memo yet — run pnpm memo 166.
Metrics (30d)
appsor_app_tokens:popular
—latest 295.1B
hiringats_open_roles
—latest 719
sdknpm_downloads_weekly:openai
—latest 26.3M
attentiongh_org_followers
—latest 126.3k
Events (0)
No events.