Altman worries global compute frenzy shows signs of unsustainable silliness
rwang07 · x · 2026-09-02
Sam Altman expressed concern over the global frenzy for compute buildout, noting early signs of "unsustainable silliness" where new cloud providers claim to build massive capacity without the revenue or buyers to support it. While confident in OpenAI's profitable utilization of their own planned compute, he fears what the world is doing as a whole. Additionally, Altman admitted he was wrong about the timeline of disruption, stating that economic inertia means software businesses aren't being upended as quickly as he expected after GPT-4, which he views as a positive factor for a smoother transition.
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