Altman: cost is no object for compute, OpenAI won't sell capacity externally soon
zephyr_z9 · x · 2026-09-02
Sam Altman's remarks on the Sources podcast, cited alongside chatter that OpenAI is "very serious" about its internal Jalapeno project:
- Not worried about OpenAI's compute buildout; believes all committed compute will be used very profitably.
- Slams random new neoclouds claiming gigantic compute lines without revenue or customers as "unsustainable silliness."
- Confident OpenAI can pay for every compute commitment it has made.
- "Cost is no object" for compute, and OpenAI has no plan to sell compute externally anytime soon.
The analyst post ties the comments to NVDA, AMD, IREN, CoreWeave and other compute-chain tickers.
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