Sam Altman warns of AI compute buildout bubble

openai ceo sam altman thinks the ai infrastructure boom is unsustainable, with many providers building massive capacity without the revenue or customers to justify it. he calls this approach unsustainable silliness. openai's own expansion is profitable and backed by real demand, but altman worries that if the company cuts costs and boosts efficiency too quickly, it could make existing buildouts unprofitable. a broad downturn could also strain openai's ability to pay for capacity it already committed to.