Compute Capacity

The Utility of Intelligence: Sarah Friar Reveals OpenAI’s $20B Infrastructure Roadmap

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The Utility of Intelligence: Sarah Friar Reveals OpenAI’s $20B Infrastructure Roadmap

Do Son January 19, 2026

OpenAI CFO Sarah Friar reveals a projected $20B ARR for 2026 as the company pivots to an AI Infrastructure model powered by 1.9 GW of compute.

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