I didn’t flag it, but it looks like accounting nonsense. These advance commitments probably aren’t assets on the books and there is likely no debt between OpenAI and its vendors. So at most, it’s a stock market bubble.
If OpenAI doesn’t pay, its vendors have whatever data centers that they’ve built so far and can use them themselves or rent them to someone else.
If OpenAI doesn’t pay, its vendors have whatever data centers that they’ve built so far and can use them themselves or rent them to someone else.