OpenAI is currently printing money. According to the Financial Times, the company generates about $13 billion in annual revenue, with 70% of that coming from ordinary people who pay $20 a month to chat with the AI. This is a pretty crazy number considering ChatGPT has 800 million regular users, but only 5% are actually paid subscribers.
It may have raised billions of dollars, but OpenAI has also committed to spending more than $1 trillion (yes, trillions) over the next 10 years. The company recently signed deals for more than 26 gigawatts of computing power from Oracle, Nvidia, AMD, and Broadcom. These infrastructures will be much more expensive than future infrastructures.
To fill this gap, OpenAI is getting creative, FT reports. The five-year plan includes considering government contracts, shopping tools, video services, consumer hardware, and even becoming a computing supplier itself through the Stargate data center project.
More and more companies need to do the math. Some of America’s most valuable companies now rely on OpenAI to fulfill major contracts, the FT notes. If OpenAI weakens (no pressure!), it could destabilize the entire US market.
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