OpenAI's CFO says the company is passing on opportunities because it does not have enough compute

OpenAI's CFO, Sarah Friar, says a compute shortage is forcing the company to pass up opportunities.

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• OpenAI's CFO says the company is skipping opportunities due to limited compute in 2026.
• Friar says OpenAI is making "tough trades" as AI demand outpaces available capacity.
• OpenAI has pulled back from projects like Sora as it shifts resources to core AI products.

OpenAI is turning down some opportunities this year because it doesn't have enough computing power to support them...