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From SaaS to Substations: OpenAI’s $500 Billion Pivot Into Utility Territory

OpenAI's Stargate project augurs a much different trajectory for the company

Dave Friedman's avatar
Dave Friedman
Apr 17, 2025
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OpenAI Transforms From a Lithe Sprinter to a Stocky Powerlifter

OpenAI is no longer just an AI company. It is becoming something else entirely: a compute utility, an infrastructure empire, a defense-adjacent strategic asset. This marks the most consequential business model pivot in technology since AWS sprung forth from Bezos’ brain.

Once a SaaS-native co…

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