"Compute through 2027 is sold out." OpenAI's CFO said it on air, with no hedge.
Where she's buying instead:
@thefriley confirmed on
@theallinpod with
@chamath & others: no additional compute in 2026, 2027 "pretty limited as well." The Elon Musk anomaly - too much compute - is gone.
Where she feels most short: 2030, 2031, 2032. The market prices infrastructure on a 2-year horizon. Friar buys on 6. Oracle, CoreWeave, and Nvidia are the proxies - but the real constraint is power and land.
Source: All-In Podcast -