OpenAI's CFO Sarah Friar discusses ongoing GPU and compute shortages despite the company's strong revenue growth and infrastructure investments. She highlights efforts to expand partnerships with Oracle and CoreWeave to meet rising AI compute demands, while maintaining ties with Microsoft. Since launching ChatGPT, OpenAI has rapidly grown, reaching significant revenue milestones and planning massive data center expansions. The persistent GPU strain emphasizes the challenges in scaling AI infrastructure to keep pace with demand.