OpenAI seem very non-commital about the whole thing. They will "explore offtake", which effectively means they'll think about it. This lack of commitment in a world where we seemingly can't build new data centers fast enough is a bit worrying. They clearly anticipate scenarios in which they won't want this capacity either because of poor pricing or lack of demand.

They seem to be betting on multiple things happening at once - as indicated by recent projections by their CFO, following Oracle's own insane projections. They are betting on demand rising exponentially and somehow keeping up with it using a consistent monetization model - which is not there yet. I am not a finance person, but I wish more people with qualifications - and hopefully unaffiliated with any party - scrutinized all those claims and projections.