[Additional] Sachin Katti, OpenAI’s head of industrial compute, said that OpenAI has “deep conviction in scaling,” emphasizing the strong relationship between compute resources, AI performance, and revenue. He argued that research and development are accelerating exponentially as AI increasingly conducts AI research itself. In the past, the limited number of human researchers was the bottleneck; now, as AI can run research on its own, the number of feasible experiments—and the compute required to support them—is rising sharply. Katti said he does not expect surplus compute capacity anytime soon, adding that he worries about not being able to secure as much compute as OpenAI wants. He identified the biggest challenge as the physical supply chain and the pace of factory construction, which cannot keep up with AI’s rapidly growing demand for compute.