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OpenAI CFO Claims 'Vertical Wall of Demand' But Projects $25B Cash Burn — Internal CEO-CFO Tension Over $600B Data Center Commitments, IPO Likely Delayed
CFO Sarah Friar pushed back on WSJ's missed-targets report, claiming compute shortages — not demand weakness — are the bottleneck. However, Fortune reports internal tension between Friar and CEO Altman over $600 billion in data center spending commitments. Morningstar says investors need 'several more quarters of clean execution' before considering an IPO, effectively shelving OpenAI's rumored trillion-dollar public offering for 2026.
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