As Big Tech earnings season begins, the massive AI infrastructure spending is under intense scrutiny. OpenAI alone has locked in over $1.4 trillion in infrastructure commitments through 2035—and the revenue to justify it hasn’t materialized yet.
Stargate initiative: $500B over four years ($100B already deployed)
The Cash Burn Reality
2024: $5 billion in losses on $3.7 billion in revenue
Through 2028: Projected losses total $44 billion
Cash flow positive: Not expected until 2029
The Comparison
Anthropic’s infrastructure commitments are roughly $100B total—manageable and adjustable. When growth disappoints, Anthropic can adjust. OpenAI cannot.
What Investors Are Watching
Can the 5-engine strategy actually deliver $200B by 2030?
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
