By skyforbes TL; DR by Claude
OpenAI clarifies three key points:
- No government bailouts wanted: They don’t want government guarantees for their datacenters. They believe governments shouldn’t pick winners/losers or bail out failing companies. However, they support governments building their own AI infrastructure for public benefit, and loan guarantees for U.S. semiconductor manufacturing to strengthen domestic supply chains.
- How they’ll pay for $1.4T in commitments: They’re at $20B annual revenue, projecting hundreds of billions by 2030 through enterprise offerings, consumer devices, robotics, selling compute capacity (“AI cloud”), and potentially raising more capital. They believe they need this scale now, not later.
- Not seeking “too big to fail” status: If OpenAI fails, that’s on them—other companies will continue serving customers. Earlier comments about government insurance referred to catastrophic AI misuse scenarios (like large-scale cyberattacks), not company bailouts or datacenter financing.
Bottom line: OpenAI is betting big on infrastructure now because they see massive demand ahead and believe the risk of having too little computing power outweighs having too much. They’re comfortable with market consequences if they’re wrong.