🦔OpenAI's head of data centers, Chris Malone, left the company last week. Malone joined in March 2025 right after the Stargate venture was announced and oversaw the company's data center buildout. He's the fourth senior executive to leave ahead of the planned IPO, after the CRO, COO, and product chief. OpenAI has projected $750 billion in compute spending through 2030 and just signed a 10-gigawatt data center lease in Ohio backed by $105 billion in Nvidia guarantees.
My Take
The person in charge of building the data centers left a company that just committed to $750 billion in compute spending. The CRO who was supposed to sell the product left. The COO who was supposed to run the business left. The product chief left. And the CFO held an all-hands last week telling everyone not to worry. Four senior departures in a few months, all before an IPO, at a company valued at $852 billion.
OpenAI President Greg Brockman said this level of turnover "isn't that atypical." Losing your revenue chief, your operations chief, your product lead, and your data center head in the same summer before an IPO is very atypical. These are the people who knew how the business worked from the inside, and they chose to leave before the payout. Whatever they saw, staying wasn't worth the money.
Hedgie🤗
顯示更多