OpenAI CFO: compute bought a year ago is now worth 3-5x, and the company is still short on compute

rohanpaul_ai · x · 2026-09-11

OpenAI CFO Sarah Friar said on the Consello YouTube channel that compute the company purchased a year ago could be sold today for 3 to 5x its price — "if nothing else, a great investment." The bad news, she added, is that OpenAI is still short on compute, underscoring both the scarcity and rapid appreciation of AI compute assets.

Related event: OpenAI CFO: Compute Bought a Year Ago Now Worth 3-5x(3 posts)→

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