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OpenAI has raised its compute spending target through 2030 to $750 billion, encompassing deals with Microsoft, Oracle, AWS, and CoreWeave plus its own $20 billion Project Camellia data center in Georgia. But CFO Sarah Friar has privately warned leadership the company may not be able to honor those contracts if revenue growth doesn't accelerate. With a $25 billion annualized run rate and deeply negative margins, the gap between commitments and cash flows is the real story behind the headline figu