Chamath Palihapitiya Warns Power Crunch Could Cripple OpenAI And Anthropic, Says Elon Musk Holds Massive AI Leverage

Benzinga14:49

During the latest episode of the All-In Podcast released over the weekend, Palihapitiya argued that AI's next major battleground is no longer model quality alone, but access to electricity, data ...

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href=\"https://www.benzinga.com/markets/tech/26/05/52240337/chamath-palihapitiya-warns-power-crunch-could-cripple-openai-and-anthropic-says-elon-musk-holds-massive-ai-leverage\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chamath Palihapitiya Warns Power Crunch Could Cripple OpenAI And Anthropic, Says Elon Musk Holds Massive AI Leverage</title>\n<style 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Podcast released over the weekend, Palihapitiya argued that AI's next major battleground is no longer model quality alone, but access to electricity, data ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/05/52240337/chamath-palihapitiya-warns-power-crunch-could-cripple-openai-and-anthropic-says-elon-musk-holds-massive-ai-leverage\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/05/52240337/chamath-palihapitiya-warns-power-crunch-could-cripple-openai-and-anthropic-says-elon-musk-holds-massive-ai-leverage","article_id":"2632939134","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/05/04/OpenAI-Partners-With-Government.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/tech/26/05/52240337/chamath-palihapitiya-warns-power-crunch-could-cripple-openai-and-anthropic-says-elon-musk-holds-massive-ai-leverage","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2632939134","pubTimestamp":1777877340,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Chamath Palihapitiya says AI power shortages could hurt OpenAI and Anthropic while strengthening Elon Musk's infrastructure advantage.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"Chamath Palihapitiya警告电力紧缩可能会削弱OpenAI和Anthropic，并表示埃隆·马斯克拥有巨大的人工智能影响力","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7feb295023949628754d122a85a097cf","symbols_score_info":{"AI":0.65,"TLA":0.6,"TSLT":0.6,"TSII":0.6,"07766":0.6,"CRSH":0.6,"TSLQ":0.6,"UFO":0.6,"TEST":0.6,"TSLR":0.6,"TSYY":0.6,"TSLP":0.6,"TSLL":0.6,"TSLY":0.6,"TSLO":0.6,"TSLZ":0.6,"TSL":0.6,"TSLI":0.6,"TESL":0.6,"AIYY":0.6,"TSDD":0.6,"TSLW":0.6,"TSLA":1.85,"TSLG":0.6,"TSLS":0.6},"content_text":"During the latest episode of the All-In Podcast released over the weekend, Palihapitiya argued that AI's next major battleground is no longer model quality alone, but access to electricity, data centers and computing power.\n\"To the extent that OpenAI missed, I think what that is is an insight into not enough compute capacity today and that problem is only getting worse,\" Palihapitiya said, referring to the report about ChatGPT–parent missing revenue targets.\nHe pointed to a growing mismatch between announced AI infrastructure projects and what is actually being built, warning that many large-scale power and data center developments remain stalled by permitting delays and regulatory hurdles.\n\"Less than half of it is actually being built,\" he said. \"Most of it is stuck in red tape.\"\nPalihapitiya's comments come after reports that OpenAI has fallen short of internal revenue and user growth targets, raising concerns about its ability to sustain massive computing costs tied to its aggressive expansion plans.\nAccording to reports, OpenAI executives are increasingly focused on whether future revenue growth can keep pace with expensive long-term computing commitments.\nHe also suggested Musk and his AI ambitions could be especially well-positioned.\n\"If I were Elon now, I'd be running all over this market,\" Palihapitiya said, adding that Musk's compute access could create opportunities for strategic partnerships, including with Anthropic.\n\"He and Dario [Amodei] should do a deal tomorrow,\" he said.\nMunster said this vertically integrated approach, powered by assets such as Starlink, xAI's Grok, proprietary X data and potential in-house chip production, could give Musk unmatched control over every layer of AI infrastructure.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Meir Chaimowitz on Shutterstock.com\nTo add Benzinga News as your preferred source on Google, click 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