Comment by Lramseyer

Yeah, I was a bit surprised that the author didn't mention that facet of Open AI. It did mention infrastructure goals, but the reality is that Open AI's infrastructure spending commitments have inflated the stock prices of quite a few hardware companies (like Micron and WD) and caused a strain on the market.

The real danger here is how over-leveraged Open AI is. No other AI player is as exposed. Their massive spending commitments are all precariously balanced on the other end by their user base, and if that evaporates, the whole thing will fall apart and that could crash the stocks of other players ...and by crash, I mean bring them down to a realistic value. But the economy is counting on this to work, which is why I believe that Open AI's strategy here really is to make the market exposed to Open AI's risks.