AI pacing and the case for more compute

A September 16 post quotes OpenAI CFO Sarah Friar saying on CNBC the previous day that she remains focused on getting more compute to drive growth. It also quotes Sachin Katti, OpenAI’s VP of compute strategy, arguing that making future models safer and more aligned will require even more compute. The author sees those remarks as supporting a bullish view of AI infrastructure demand despite concerns about AI “pacing.”