> It's also not like "some guy" suddenly has to build $100B datacenters and whoops that's an issue.

I'm sure they could raise $100B if/when they need to, as long as the growth/scaling story stays intact, but $100B is still a lot. They just raised $6B, which alongside a similar amount raised by x.ai is largest raise by a startup afaik. Buying 100K GPUs atm would be a challenge too, due to supply.

In the meantime, per Dwarkesh interview with SemiAnalysis.com Dylan, Microsoft is in process of fiber-connecting multiple datacenters to make a massive meta-cluster, and this is what OpenAI would lose access to if the relationship with Microsoft sours. Amazon (partnered with Anthropic) and Meta, even x.ai, already have massive clusters, so OpenAI could find themselves temporarily in the GPU-poor club if they upset Microsoft after Microsoft make them expendable (or maybe at that point, it's "will" rather than "could").