OpenAI compute spend projected to hit 0.6x Google Cloud revenue

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JL

XJ

Simultaneously, capacity bottlenecks are blocking users from testing gpt-5.6-sol.

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JL

Johnny Lee@ByJohnnyLee

In 2026, all 3 hyperscalers combined ($ revenue terms) is roughly 4x GCP equivalent OpenAI will be roughly ~0.6x GCP equivalent in compute spend in 2026 Having ~15-20% of all hyperscaler compute is clearly not sufficiently meeting demand!!

4:30 AM · Jul 15, 2026

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XJ

xjdr@_xjdr

been getting this on several models this morning. i regret telling you guys how good these models are now

8:59 AM · Jul 15, 2026

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Source Posts on X

JL

Johnny Lee@ByJohnnyLee

In 2026, all 3 hyperscalers combined ($ revenue terms) is roughly 4x GCP equivalent OpenAI will be roughly ~0.6x GCP equivalent in compute spend in 2026 Having ~15-20% of all hyperscaler compute is clearly not sufficiently meeting demand!!

4:30 AM · Jul 15, 2026

Reply

XJ

xjdr@_xjdr

been getting this on several models this morning. i regret telling you guys how good these models are now

8:59 AM · Jul 15, 2026

Reply

2 saves

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Published answers will appear here.