Author speculates that Oracle's Stargate campus progress could accelerate OpenAI revenue realization, potentially meeting RPO targets.
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Does this mean that revenue can be realized from OpenAI faster if this is true?
They anticipated RPO realization from openAI starting in 2027 and it seems like it would be on track to meet this goal. OpenAI also said they will pay their own way related to energy costs and are in a huge raise round to get to a 1 trillion dollar valuation. This is raising the narrative that they anticipate having with money to continuation grow.
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