OpenAI CFO Sarah Friar: 'More compute, more revenue' in response to concern on Oracle, Nvidia deals

Infrastructure Development - OpenAI is building a massive data center in West Texas with Oracle, involving 4,000 Oracle workers [1] - The data center is being built at an unprecedented speed [2] - OpenAI is rebranding all of its infrastructure under the name "Stargate" [2] Financial Strategy - OpenAI is exploring new debt financing to support its infrastructure buildout [3] - OpenAI believes it will be capable of paying for future compute needs as the business grows, indicating a direct correlation between compute and revenue [2] Industry Perspective - OpenAI CFO dismisses concerns about project delays [1] - OpenAI CFO downplays bubble fears, comparing the current AI era to the early Netscape years, suggesting it is still in its early stages [3]