OpenAI’s compute rental outgo could see $207 billion shortfall, HSBC estimates

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OpenAI could fall short of its compute rent requirements even if it maintains its current growth trajectory, according to the latest estimates by HSBC analysts for the artificial intelligence (AI) major.

The US software and services team at the multinational bank has updated its OpenAI model to factor in the $250 billion of rented cloud compute from Microsoft announced late in October, and another $38 billion from Amazon, finalised the week after. These two deals would add four gigawatts to OpenAI’s total contracted compute capacity, bringing its…



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OpenAI’s compute rental outgo could see $207 billion shortfall, HSBC estimates



OpenAI could fall short of its compute rent requirements even if it maintains its current growth trajectory, according to the latest estimates by HSBC analysts for the artificial intelligence (AI) major.

The US software and services team at the multinational bank has updated its OpenAI model to factor in the $250 billion of rented cloud compute from Microsoft announced late in October, and another $38 billion from Amazon, finalised the week after. These two deals would add four gigawatts to OpenAI’s total contracted compute capacity, bringing its…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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