BREAKING
OpenAI Pledges $665B Compute by 2030
0
B
Total commitment
0
B
Reset outlook
0
Through year
0
B
Q1 revenue
0
B
Cash burn
0
%
Gross margin
Where the Money Goes
Stargate
500
NVIDIA
100
Q1 rev
5.7
Demand vs Bottlenecks
Bull case
Demand
●
Stargate hit 10GW early
●
BofA sees $283B by 2030
Bear case
Risk
●
Heavy cash burn
●
Power and grid limits in 2026
IPO Seen as Key to Funding
AI NEWS BLITZ
OpenAI has disclosed 665 billion dollars in compute commitments through 2030.