💸 OpenAI's Financial Future: They Don't Have the Money / Platformonomics
｢ The recent NVIDIA investment in OpenAI is a $100 billion headline number but just $10 billion up front (and unlocking the next $10 billion requires OpenAI to spend $50+ billion, per NVIDIA). In other words, the Stargate “immediately” sum is now the aspirational headline number. Near term funding is actually receding, while commitments boom ｣
https://platformonomics.com/2025/10/they-dont-have-the-money-openai-edition/
