You would think that the company that brought us ChatGPT – the one that supposedly aces every math test thrown at it – would be able to do the math on its own business model and cash-flow forecasts. But apparently not.
According to a bombshell HSBC research note that leaked into the wild this week, OpenAI is staring at a $207 billion funding hole by 2030 even under absurdly heroic growth assumptions. That’s after counting every dollar of projected profit, every committed partner check, every debt facility, and every penny of cash on the balance sheet. In plainer English: the company has already signed contracts for more compute than the entire planet can plausibly pay it back for.
The numbers are so eye-watering they almost feel like satire….
OpenAI has locked itself into at least $288 billion of cloud commitments with Microsoft….. Read more
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