Sam Altman's OpenAI Hints At Offering AI Cloud Services, Seeks Ways To Directly Sell Compute Capacity - Amazon.com (NASDAQ:AMZN)

Core Insights - OpenAI is considering a strategic shift to offer compute capacity directly to businesses and individuals, potentially positioning itself as a competitor to major cloud service providers like Microsoft Azure, Amazon AWS, and Google Cloud [1][2][3] Group 1: Strategic Direction - Sam Altman indicated that OpenAI is excited about the potential to provide 'AI cloud' services, responding to the growing demand for such capabilities [3][4] - The company aims to capitalize on its expertise in AI, which has previously benefited cloud providers without adequate compensation [5] Group 2: Financial Outlook - OpenAI's revenue has exceeded the $13 billion estimate, with projections to reach $100 billion by 2027, indicating strong financial growth potential [6] - Altman has suggested that OpenAI may need to go public to support its ambitious spending on AI infrastructure, drawing comparisons to the dot-com bubble of the 1990s [6]