There were a lot of companies that were unprofitable during dot com and failed.
The question would be if openai is like Amazon or webvan or Netscape or AOL or....
I would argue that openai is more overextended than amaxon was, and worse, they aren't really seen as the leading company anyway, nor do they have a strong hook. Anthropic is broadly more well regarded, and Google has the captive audience of phones and browsers.
Despite this reporting suggests openai maybe the most insane purchasing commitments.
I don't think it ends well for openAI, however durable AI market ends up otherwise.
Unfortunately they would broadly be systems that need about 15kw, and as part of a board that won't work as discrete parts.
So you get it, but you'll need a couple of 60 amp circuits to dedicate to it... Also you have no viable video out