first bullet from the link
> After previously boasting $1.4 trillion in infrastructure commitments, OpenAI is now telling investors that it plans to spend $600 billion by 2030.
does the word "commitment" have a different meaning in this context? How do you cut a commitment >50%? OpenAI's partners are making decisions based on the previous commitment because.. OpenAI committed to it. I must be completely wrong because how does this not set off a severe chain reaction?
edit: as others have pointed out, the article is misleading. $1.4T was over 8 years or by 2034. 2030 is halfway to 2034 and $600B is not too far from half of $1.4T.
I think TSMC laughed them out of the room when they announced the original numbers. So maybe there’s no reaction now because everyone already knew not to trust OpenAI’s promises.
These were more like infrastructure suggestions.
> how does this not set off a severe chain reaction?
Just like you and me, Sam Altman can say anything he likes to say. To pump the investors' confidence, to make the US administration believe he's serious about AGI, or just to make himself feel good. It's not legally binding in any way.
You should never read it as "OpenAI committed to..." but as "Altman said these words..." and words mean very little today.