Marcus Schuler / implicator - OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.
Back to Top / Tuesday, October 7, 2025, 5:22 pm / permalink 15013 / 5 stories in 4 months
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