OpenAI Is Betting Big on Computing Power, Not Selling to Businesses

OpenAI is spending $500 billion over four years on data centers—the hardware that powers AI—not on hiring salespeople to pitch to companies. This matters because ServiceNow and Salesforce stock rose June 26, 2026. Investors realized OpenAI can't easily knock these companies off because selling to large firms requires trust, technical integration, and trained teams OpenAI doesn't have yet.