OpenAI execs: safety alignment itself requires more compute, demand stays hot
GavinSBaker · x · 2026-09-16
Gavin Baker flags two OpenAI executive statements that push back on the idea that AI "pacing" will hurt infrastructure demand.
- CFO Sarah Friar on CNBC: from where she sits, growth opportunity is abundant and her focus is still on securing more compute to keep the growth flywheel spinning.
- VP of Compute Strategy Sachin Katti: counterintuitively, the way OpenAI keeps frontier models safe and aligned is by spending compute — so making future models safer will require even more of it.
Baker's takeaway: compute infrastructure demand remains strong regardless of model-release pacing, nearly as bullish a signal as open-weight AI gaining share.
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