"We're making some very tough trades at the moment and things we're not pursuing because we don't have enough compute. Today, I do spend a lot of time trying to find any last-minute compute available here in 2026."
"If you do not have it [compute], you do not have revenue. That is one thing I know for sure."
"We cannot build compute fast enough to keep up with demand, describing what he called 'very painful decisions' about what to launch and where to focus resources."
OpenAI is facing significant challenges due to a shortage of computing power, which is limiting its ability to pursue various opportunities. CFO Sarah Friar indicated that the company is making tough decisions about which projects to prioritize, particularly as demand for AI continues to grow. OpenAI is focusing on a few core use cases, such as personal AI assistants, while discontinuing less critical initiatives. The company is also raising substantial funds to secure future compute capacity, as current limitations are affecting revenue generation.
Read at www.businessinsider.com
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