The OpenAI Dealbook: The trillion-dollar compute economy
Category: BlogIf you’ve tried to track the blizzard of OpenAI partnership announcements lately, you might feel like you’re watching the most ambitious infrastructure strategy ever conceived, or a Three Stooges-style routine where everyone keeps paying the same $20 back and forth…except now it’s $20 billion.
What’s happening isn’t just deal-making; it’s a new economic model in real time, where cloud giants, chipmakers, and an AI lab are effectively co-financing the future of compute.
Herb Blecher
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