Everyone has critical risk on multiple parts of the supply chain. GPUs and Memory are just things OAI mitigated for.
Power - Bigger bottleneck than GPU or RAM perhaps, New Grid connected capacity is typically 10+ year timescale with lot of regulatory friction. Captive capacity is also quite constrained - now Gas turbines have 7+ year wait time.
There are plenty of hard constraints that OAI cannot easily solve either.
Everyone has critical risk on multiple parts of the supply chain. GPUs and Memory are just things OAI mitigated for.
Power - Bigger bottleneck than GPU or RAM perhaps, New Grid connected capacity is typically 10+ year timescale with lot of regulatory friction. Captive capacity is also quite constrained - now Gas turbines have 7+ year wait time.
There are plenty of hard constraints that OAI cannot easily solve either.