OpenAI aren't the only ones who were increasing their datacenter capex.

No, but they are the ones who placed an order for 40% of the world's supply.

	▲	TeMPOraL 2 hours ago \| parent [-]
		Sure, but they have competitors who'll be more than happy to pick up whatever OpenAI ultimately doesn't buy. Point being, from POV of suppliers, there's no reason to re-retool for consumer production.