OpenAI on track for $1.3 trillion payouts while losing $8 billion a year, AI bubble grows wilder by the day

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I have a question. OpenAI is supposedly on the hook to pay the circle jerk crew $1,300,000,000,000 over the next few years. Meanwhile, their operating revenue is negative $8,000,000,000. How do they even cover that gap?

Here is the breakdown of the big fantasy-level deals people are talking about:

Oracle, $300 billion: 4.5 gigawatts of data center capacity, Stargate initiative, more than 100 regions globally, GPU superclusters scaling to 131,072 NVIDIA GPUs.

NVIDIA, $100 billion: Millions of GPUs across 10 gigawatts of AI data centers, deployed gigawatt by gigawatt.

AMD, $90 to $100 billion: Six gigawatts of Instinct GPUs over multiple years, starting with 1 gigawatt in 2026.

Broadcom, $100 billion: Custom AI accelerators and rack systems, rollout stretching through 2029.

CoreWeave, $22.4 billion: Expansion adds up to ten gigawatts of compute for Stargate.

Aligned Data Centers, $40 billion: BlackRock, NVIDIA, Microsoft involved, scaling next-generation cloud and AI infrastructure.

Meanwhile, OpenAI is bleeding $8 billion. Revenue $4.3 billion in the first half of 2025. Losses $7.8 billion. That is R&D, marketing, stock compensation. They are hustling every revenue stream they can think of, from AI shopping tools to video creation via Sora to AI agents. More debt, more data centers, all to keep this fantasy alive.

A lot of people are saying it is a bubble, but it will not pop yet. I do not know, but that kind of talk sounds toppy to me. Seeing billions stacked on billions, GPUs stacked like skyscrapers, contracts multiplying overnight, it feels unstable. One hiccup in sentiment, one delay in deployment, and it could wobble. Yet money keeps flowing, deployments keep happening, and the hype keeps building.

It is a spectacle. Wild, absurd, fantastical. One way or another, the stakes are enormous, and nobody really knows how this ends.