OpenAI’s $4.3B Revenue vs. $2.5B Burn — Are They Really Repeating AWS’s Playbook?
OpenAI’s $4.3B revenue and $2.5B cash burn in 2025 invite comparisons with AWS’s early years. But are they truly on the same trajectory? This deep analysis breaks down margins, competition, risks, and the future of AI infrastructure. Introduction In the first half of 2025, OpenAI reported $4.3 billion in revenue while simultaneously burning $2.5 billion … Read more