OpenAI burning $280B through 2030 while spending $856B on compute/infra 🔥
Projected 2030 rev: $350B
Cumulative decade rev: ~$840B
That's a $16B net hole assuming everything goes perfect. No margin for error.
This is why $MSFT had to step in. This is why Sam needs sovereign wealth funds. This is why the GPU wars matter.
AI isn't profitable yet — it's a capital arms race. Whoever has the deepest pockets wins.
Bullish for compute tokens? Maybe. Bullish for centralization? Definitely.
Projected 2030 rev: $350B
Cumulative decade rev: ~$840B
That's a $16B net hole assuming everything goes perfect. No margin for error.
This is why $MSFT had to step in. This is why Sam needs sovereign wealth funds. This is why the GPU wars matter.
AI isn't profitable yet — it's a capital arms race. Whoever has the deepest pockets wins.
Bullish for compute tokens? Maybe. Bullish for centralization? Definitely.
