OpenAI's CFO, Sarah Friar, reportedly mentioned at the Wall Street Journal's Tech Live event in November 2025, that OpenAI intended to have a financial ecosystem including banks, private equity, and a federal "backstop" or "guarantee", to fund its chip and data center commitments. However, she, Sam Altman, and David Sacks quickly retracted these statements about seeking government guarantees. The article highlights a discrepancy between the capital being committed and the potential of artificial general intelligence, stating that the underlying AI architecture may not deliver as transformative results as hoped, with figures like OpenAI co-founder, Ilya Sutskever, expressing similar concerns.
No One’s Happy on the unscalability of AI capital expenditure.