The circular chart OpenAI says explains its ever-growing need for more compute

"In a pair of videos and an accompanying chart, top OpenAI executives made the case that the startup's biggest risk might be not spending enough on securing future compute, even though the company has already committed roughly $1.4 trillion on data center projects over the next eight years and is, according to CEO Sam Altman, five years away from profitability."

""We want to be ahead of the curve," OpenAI President Greg Brockman said in a video posted on X. "And the truth is, I don't think we will be, no matter how ambitious we can dream of being right now. I think demand will far exceed what we can think of." In the chart, OpenAI illustrated how "more compute" leads to "better products," which in turn leads to "more revenue.""

OpenAI faces a shortage of compute capacity that constrains product development, delays launches and forces trade-offs between research and services. The company has committed roughly $1.4 trillion to data center projects over the next eight years while projecting profitability in about five years. Internal materials connect increased compute capacity to better products and higher revenue. Launch scheduling is often blocked by uncertainty over where additional compute will come from, leading to redeployment of research compute to meet service demand. Global competitors and governments are investing heavily in AI infrastructure, increasing pressure to secure more compute resources.

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