Although still private, the shadow of OpenAI and its still unprofitable business despite the blockbuster success of ChatGPT have rattled markets throughout the back half of 2025. Talk of a bubble in artificial intelligence has not been quelled despite Nvidia delivering yet another blockbuster quarter in November. The question remains of how OpenAI will balance ChatGPT’s seemingly endless desire, on the one hand, for “compute,” provided by data centers sprouting throughout the economy, with a bus...