Workflow
Analysts downplay AI bubble worries as Altman says some investors will be left 'very burnt'
AppleApple(US:AAPL) CNBCยท2025-08-19 00:51

The artificial intelligence boom that Sam Altman helped ignite with ChatGPT in late 2022 is starting to make even him uneasy. OpenAI is already looking beyond Microsoft Azure's cloud capacity, and is shopping around for more. The company signed a deal with Google Cloud this spring and, according to Altman, OpenAI is "beyond the compute demand" of what any one hyperscaler can offer. "You should expect us to take as much compute as we can," he added. "Our bet is, our demand is going to keep growing, our train ...