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  "path": "/2026/05/25/openai-needs-a-26x-revenue-increase-to-justify-its-buildout.html",
  "publishedAt": "2026-05-25T23:58:20.000Z",
  "site": "https://boingboing.net",
  "tags": [
    "Post",
    "AI",
    "bubble",
    "capex",
    "CoreWeave",
    "federal reserve",
    "finance",
    "openai",
    "Technology",
    "No One's Happy",
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    "OpenAI needs a 26x revenue increase to justify its buildout",
    "Boing Boing"
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  "textContent": "J.P. Morgan ran the numbers on the AI buildout: to clear a 10% return on current capital expenditure, the sector needs to generate roughly $650 billion a year in revenue. The actual run-rate is about $25 billion.\n\nThe five biggest hyperscalers — Amazon, Alphabet, Meta, Microsoft, and Oracle — will spend around $725 billion on infrastructure in 2026, with about three-quarters of that going to AI-specific buildout, according to No One's Happy. — Read the rest \n\nThe post OpenAI needs a 26x revenue increase to justify its buildout appeared first on Boing Boing.",
  "title": "OpenAI needs a 26x revenue increase to justify its buildout"
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