AI Jenga, How This Can All Come Crashing Down | Shimmy Says Ep. 34
Shimmy Says
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21-Nov-2025
OpenAI has pledged more than $1 trillion in compute and data-center deals with Microsoft, Oracle, Broadcom, AMD, NVIDIA, and others, despite bringing in only about $13 billion in revenue and no profit. Those bets turn OpenAI into a single load-bearing block for future revenue across chip-makers, cloud providers, and data-center builders, so, if it stumbles, the impact could ripple through the entire stack.In today’s Shimmy Says, Alan Shimel breaks down why OpenAI has become the Jenga piece holding up the AI ecosystem and what happens if that piece shifts under the weight of trillion-dollar commitments.
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