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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
My theory is that OpenAI's inference costs are much higher than expected. Every new GPU is marketed for inference, Stargate Abilene is full of inference-focused Blackwell GPUs, and OpenAI's latest releases have all been very, very inference intensive.
https://www.wheresyoured.at/where-is-openais-money-going/#openai-is-spending-far-more-on-inference-than-we-have-been-led-to-believe
2025-11-07T17:35:52.846Z