OpenAI has inked more than $1.4 trillion of infrastructure deals, raising questions about how it will pay for those commitments.

“I would love to tell them they could just short the stock, and I would love to see them get burned on that.”

OpenAI has inked more than $1.4 trillion of infrastructure deals, raising questions about how it will pay for those commitments.

OpenAI has gone wild with compute deals this year, committing to spend far more than its balance sheet can currently sustain. So who takes the fall if it can’t pay? It won’t be…