The boom in the construction of artificial intelligence (AI) infrastructure is just getting started, OpenAI Chief Financial Officer Sarah Friar said Wednesday (Aug. 20).
Interviewed on CNBC’s Squawk Box and asked if the AI boom could be like a “sugar rush,” Friar said the buildout of AI infrastructure is only in its early innings.
“It’s more like the railroads or the buildout of electricity than anything I’ve seen,” Friar said. “The internet, it turns out in hindsight, was actually a relatively capex-light buildout. I think we are just getting started.”
Friar added that AI is “voracious” for GPUs and compute.
“The biggest thing we face is being constantly undercompute,” Friar said. “That’s why we launched Stargate-that’s why we’re doing the bigger builds that you see with Microsoft, Oracle, CoreWeave and so on. And we are just getting started.”
CNBC reported further details.