OpenAI is projecting $13B in revenue this year and an almost unreal $100B by 2027. To get there, the company signed a $1.4T infrastructure deal over eight years meaning it plans to spend 107× its current revenue on compute, while normal cloud companies spend 15–30%.

When asked how he’ll pay for it, Altman fired back: “We make a lot more money than we say. Don’t like it? We’ll find someone else to buy our shares.” At this point, it’s either a generational masterstroke or the setup for tech’s biggest flop.

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