Altman sees 'unsustainable silliness' in compute frenzy as rivals mock his $750B commitments

GaryMarcus · x · 2026-09-03

Sam Altman says he's not worried about OpenAI's own compute buildout — "we are going to be able to use all of the compute very profitably" — but fears the world's: random Neoclouds popping up claiming gigantic builds next year without revenue or buyers. Critics point out OpenAI itself signed $750B in compute purchase agreements through 2030 while remaining structurally unprofitable, calling the warning ironic.

Related event: Altman Warns of Unsustainable Compute Frenzy, Drawing 'Bubble Maker' Criticism(4 posts)→

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