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CNBC’s MacKenzie Sigalos reports on investor concern that OpenAI may not be able to fund its massive AI buildout after executives floated — then disavowed — the idea of U.S. government support. The company now says future revenue in the hundreds of billions will cover its $1.4 trillion in chip and compute deals, with major vendors like Oracle, Broadcom, and AMD at risk if it can’t deliver.
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Jan 16, 2026
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