Their CEO has previously said that they aim for adding 1 gigawatt per week in the future, adding about a Hoover dam every fourteen days — and says many more deals are yet to come.
In the A16z podcast by Andreessen Horowitz today, Altman says «You should expect much more from us in the coming months», as reported by TechCrunch.
Very aggressive bets
— We have decided that it is time to go make a very aggressive infrastructure bet, he says.
With the AMD deal, expected to bring in tens of billions of revenue for the chipmaker and an investment from OpenAI, they expanded capacity with about 6 GW over several years, starting in the second half of 2026.
This deal brings OpenAI’s capital expenditures for data centers up to a whopping $1 trillion dollars, The Financial Times notes (reported by Pymnts.com).
This is a lot of money for a company currently earning about $5 billion in the first six months this year — even with their bullish estimate of earning $125 billion in 2029.
They are, however, confident in their roadmap, reports TechCrunch.
Altman is two years in the future
— I’ve never been more confident in the research roadmap in front of us and also the economic value that will come from using those models, Altman says.
When asked whether there is a limit to this expansion, Altman says «it feels like the limit is very far from where we are today» and «if we are right that the model capability is going to go where we think it’s going to go, then the economic value that sits there can go very, very far.»
It’s worth noting that Altman of course knows much more than us about future models, and he says they are operating about two years in advance — and all they see is more demand for compute resources.
— We would not be going so aggressive if all we had was today’s model, he says.
Read more: The a16z podcast (relevant bits start at 17:30), writeup by TechCrunch.
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