zlacker

>>tedsan+(OP)
You have to keep in mind Microsoft is planning on spending almost 100B in datacenter capex this year and they're not alone. This is basically OpenAI matching the major cloud provider's spending.

This could also be (at least partly) a reaction to Microsoft threatening to pull OpenAI's cloud credits last year. OpenAI wants to maintain independence and with compute accounting for 25–50% of their expenses (currently) [2], this strategy may actually be prudent.

[1] https://www.cnbc.com/2025/01/03/microsoft-expects-to-spend-8...

[2] https://youtu.be/7EH0VjM3dTk?si=hZe0Og6BjqLxbVav&t=1077

>>serjes+ja
Microsoft has lots of revenue streams tied to that capex outlay. Does OpenAI have similar revenue numbers to Microsoft?

>>throit+Oa
OpenAI has a very healthy revenue stream in the form of other companies throwing money at them.

But to answer your question, no they aren’t even profitable by themselves.

>>tuvang+Uc
That's like saying I have a healthy revenue stream from my credit card.