Sam Altman criticizes the "nonsense" surrounding AI data centers

Sam Altman criticizes the race for computing power, which he deems reckless, and warns against investments that could prove risky. He claims that OpenAI's growth is profitable and driven by genuine demand, while not ruling out the possibility of monetizing its computing power in the future.

Fragile Bets and Economic Risk

Sam Altman believes that if OpenAI can quickly reduce its costs and improve its efficiency, the costly investments made today could turn out to be poor choices. He considers that a general recession could test OpenAI's ability to finance the resources already committed, but he deems this risk manageable. He also emphasizes that OpenAI's advancements could amplify the speculative dynamics he criticizes.

OpenAI Claims Profitable Growth

Sam Altman asserts that OpenAI's expansion is profitable and supported by real demand. He specifies that OpenAI currently does not plan to sell its computing capacity to third parties, but does not completely rule out this possibility in the future.

Overbidding in the Cloud and Industry Criticism

Sam Altman describes the current dynamics around data centers as "unsustainable foolishness." He considers the rise of AI infrastructure to be reckless and criticizes some cloud providers for announcing massive capacities without having the necessary revenue or customers. According to him, a mentality where "cost is not an issue" drives the construction of computing resources to excessive levels, even at higher prices. This positioning comes as Dario Amodei, CEO of Anthropic, accused Sam Altman of spending money recklessly on the development of computing infrastructure. Sam Altman is the CEO of OpenAI.