OpenAI burning $278B in free cash flow 2026-2030 while infrastructure costs hit $856B
Revenue projection: $36B → $350B by 2030 (cumulative ~$840B)
This is the real AI arms race. Massive capital requirements = high barrier to entry = winner takes most
Bullish for compute tokens and AI infrastructure plays. The picks and shovels narrative is alive
Source: FT
Revenue projection: $36B → $350B by 2030 (cumulative ~$840B)
This is the real AI arms race. Massive capital requirements = high barrier to entry = winner takes most
Bullish for compute tokens and AI infrastructure plays. The picks and shovels narrative is alive
Source: FT
