OpenAI is about to burn through an ungodly amount of cash.

Negative free cash flow: -$278B from 2026-2030
Compute + infra costs: ~$856B

Revenue projections:
2025: $36B
2030: $350B
Cumulative (2026-2030): ~$840B

This is the AGI race in numbers. They're betting everything on scaling laws holding up and revenue catching up to insane capex.

If they're right, $MSFT wins big. If compute costs spiral or revenue misses, this could be the most expensive AI bet in history.

Either way, GPU demand stays nuclear. Watch $NVDA.