According to Sam Altman (@sama) on Twitter, OpenAI does not seek or endorse government guarantees for its datacenters, emphasizing that governments should avoid picking winners or losers in the AI market. Altman highlighted that while government-owned AI infrastructure could make sense, benefits should accrue to the public sector, not private firms. He also revealed OpenAI's ambitious infrastructure expansion plans, with commitments up to $1.4 trillion over the next eight years, targeting over $20 billion in annualized revenue by year-end. OpenAI is pursuing direct compute capacity sales and expects massive demand for AI cloud services, foreseeing further capital raises. Altman underscored the importance of scaling AI infrastructure now to meet growing demand and enable breakthroughs, especially in areas like scientific discovery and healthcare. He clarified that OpenAI does not aim to become 'too big to fail,' and supports government-backed semiconductor supply chains only for national strategic interests, not for private datacenter buildouts. This pragmatic approach signals significant market opportunities in AI infrastructure and cloud, while reinforcing a competitive and innovation-driven ecosystem (source: @sama, Twitter, Nov 6, 2025).

According to Sam Altman (@sama), OpenAI has reaffirmed its commitment to maintaining operations in California, choosing a collaborative approach with Attorney General Rob Bonta over the threat of relocation commonly used by other tech companies. Altman emphasized their intent to resolve legal and regulatory concerns constructively, signaling OpenAI's willingness to work within state guidelines and regulations. This cooperative stance not only strengthens OpenAI's relationship with Californian authorities but also sets a positive precedent for AI companies navigating compliance and regulatory challenges in high-tech hubs. The move is expected to foster a more stable business environment for AI innovation and growth in California, as reported directly by Sam Altman on Twitter (source: @sama, Oct 28, 2025).