Sam Altman’s x Comment On U.S. Government OpenAI Investment Controversy

-OpenAI does not request government guarantee for data center construction

-However, it is meaningful that the government directly owns and operates AI infrastructure. However, in this case, profits must be attributed to the U.S. government

-The only area in which OpenAI has considered government guarantees is related to semiconductor fabric support programs in the United States

-“How are you going to cover all of this infrastructure?” OpenAI is expected to grow to more than $20 billion in annual sales run rates in 2025 and hundreds of billions of dollars in 2030. About $1.4 trillion (1.4 trillion USD) worth of infrastructure investment is needed over the next 8 years. Sales diversification and growth with AI cloud services, enterprise products, consumer devices, robotics, AI for scientific research, etc. Additional financing is also possible

-“Doesn’t OpenAI become too big to fail?” No. If OpenAI makes a mistake and fails to recover, it should fail according to market principles. It also admits that there was confusion over the CFO’s remarks, and the real meaning of his remarks means that the government should build its own AI strategic infrastructure

-“Why are you spending money in such a hurry now?” It is because we need to build infrastructure for the future economy that AI will trigger now. He stresses that now is the time for investment because large data centers take many years to build. Rather, the risk of lack of computing is greater than the risk of oversupply

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