According to Fortune, Greg Brockman is leading OpenAI’s aggressive infrastructure buildout that involves deploying roughly $1.4 trillion to create the equivalent of 30 gigawatts of compute capacity. The company currently makes only about $13 billion annually in revenue, creating a massive financial gamble. Brockman recently negotiated a major partnership with AMD that sent the chipmaker’s stock soaring 24% in a single day, with AMD CEO Lisa Su describing his approach as “go big or go home.” After a months-long sabbatical starting in August 2024 amid reports of internal tensions, Brockman has re-emerged as OpenAI’s key operator. He’s now pouring millions into a political action committee against AI regulation while helping shape the company’s restructuring into a Public Benefit Corporation. OpenAI is reportedly preparing for what could be the largest IPO ever, valuing the company at up to $1 trillion.
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The Unlikely Power Broker
Here’s the thing about Brockman’s resurgence – it’s not just about one executive’s career rebound. He’s become arguably the most important power broker in the AI era, sitting at the crossroads of technology, energy, and capital. While Altman plays the visionary role, Brockman is the architect actually building the physical infrastructure needed to pursue AGI. And he’s doing it with a level of ambition that makes historical projects like the Apollo program look “almost small” by comparison, as he recently told CNBC.
But the financial engineering behind this buildout is raising eyebrows. Nvidia is reportedly discussing guaranteeing loans for OpenAI‘s data centers, creating a circular relationship where the chipmaker could be on the hook for billions if things go south. AMD’s deal includes OpenAI having an option to acquire up to 10% of the chip company. Analysts are calling these “related-party transactions” that might artificially prop up valuations. If investors get spooked by how intertwined these companies have become, there could be what one analyst calls “deflating activity” across the AI ecosystem.
The Physical Reality of AI Dreams
What’s fascinating about Brockman’s approach is how he’s treating AGI as an end-to-end engineering challenge rather than just a software problem. He’s building what he calls “gigawatts of compute in a very short amount of time” – and that means confronting physical constraints like energy availability and grid capacity. We’re talking about infrastructure at a scale that could reshape power markets and test the limits of electrical systems.
Already, these massive data centers are becoming political flashpoints in local communities, driving up energy prices and creating backlash. The demand is so enormous that Brockman acknowledges they need “creative financing mechanisms” to make it work. But here’s the question nobody seems to be asking: what happens if the projected demand for AI compute doesn’t materialize at the scale they’re betting on? They’re building for an avalanche, but what if it’s more of a steady stream?
Builder in Chief
Brockman’s background explains a lot about his approach. Growing up on a North Dakota “hobby farm,” then dropping out of MIT to become Stripe’s fourth employee and first CTO, he’s always been driven to build things. His LinkedIn bio simply reads “I love to build.” Former colleagues describe his intense work ethic, like hacking together OpenAI’s first API over a Christmas weekend in 2020 when the company needed to prove it could be a viable business.
That builder mentality is now being applied to what might be the most ambitious technological project in history. But there‘s a tension between the mission-driven rhetoric about AGI “benefiting all of humanity” and the hard-nosed business reality of needing to deliver returns on trillions in investment. Brockman seems to believe these aren’t contradictory – that building the infrastructure for intelligence will naturally create economic value. I’m not so sure it’s that simple.
The real test will come when OpenAI goes public and has to answer to shareholders expecting quarterly results. Building for a future that might be decades away doesn’t always align with Wall Street’s timeline. For now, Brockman gets to operate with unprecedented freedom, but that window might be closing faster than anyone expects.
