OpenAI’s $1 Trillion Wait Is an AI Infrastructure Supply Chain Story

OpenAI’s reported consideration of a later IPO is not just a valuation debate. It exposes the capital, compute, energy, semiconductor, and data-center supply chains required to support frontier artificial intelligence.OpenAI’s reported consideration of waiting until 2027 to complete an initial public offering is being treated primarily as a capital-markets story. The discussion has centered on timing, valuation, and whether public investors are prepared to support a company worth app