OpenAI Slashes Compute Spending to $600 Billion: The Dawn of Inference Economics
OpenAI cut its 2030 compute target by 57%—from $1.4 trillion to $600 billion—in one of the largest infrastructure forecast corrections in modern technological history. Despite tripling revenue to $13.1 billion, inference costs quadrupled and margins compressed from 40% to 33%. The AI industry has
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