OpenAI’s head of compute is leaving next month after just one year on the job.
Don’t focus only on model updates—the departure of the person in charge of compute is the real signal. Either internal teams are fighting over resources, or the pace of expansion has hit the brakes.
The AI narrative may cool off in the short term, but demand for compute isn’t going away. Don’t rush to buy the dip in on-chain AI tokens; wait until the sentiment-driven sell-off is over.

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