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 total to 36 GW. However, only a third of this power is expected to come online by the end of this decade.
