Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
ChatGPT, GPT-5, Sora, and the company defining the frontier.
OpenAI is the frontier AI lab behind ChatGPT, the GPT model family, DALL·E, and Sora. Structured as a capped-profit company under a nonprofit board, it ships both consumer products and the API developers use to build on GPT. Its work sets the commercial and safety tempo the rest of the industry reacts to.
Latest OpenAI news, product launches, model releases, and leadership commentary — from OpenAI directly, plus the people on The Twenty Five who help shape it: Greg Brockman and Kevin Weil.
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
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