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 Altman.

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

D.A. Davidson analyst Gil Luria pointed to a handful of AI stocks at risk if OpenAI proves incapable of following through on its deals.

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…

Some back-of-napkin math suggests OpenAI is spending more than a quarter of what it’s making to power the AI slop factory.

As investor jitters grow, the loss-making ChatGPT firm’s vast spending commitments test the limits of Silicon Valley optimism