Corporate Evidence

OpenAI announced a 6GW supply agreement covering datacenter power procurement through 2028 - confirming hyperscaler capex trajectory independent of single-name earnings.

Provenance — node opacity = source trust
Evidence Strength
Moderate
Evidence Observed At
Apr 10, 2026 · 4:00 PM UTC
Citation
https://www.bloomberg.com/news/articles/2026-04-10/openai-6gw-supply
Citation Source
bloomberg
Reporting Period
Q2 2026