Altman Responds to $13B Revenue vs. $1.4T Spending (founderboat.com)

  “The biggest issue we are now having is not a compute glut, but it’s a power and… the ability to get the builds done fast enough close to power,” he said. “My problem today… it’s not a supply issue of chips. It’s actually the fact that I don’t have warm shells to plug into.”

This is concerning about chip makers NVIDIA/AMD and the alike

Sounds like the word salad we've become used to hearing from Sam Altman about OpenAI.