OpenAI CEO Sam Altman acknowledges the AI sector's 'bubbly' traits but argues that massive investments in compute infrastructure are justified by tangible returns. At DevDay 2025, he highlighted partnerships with AMD and Nvidia to deploy billions in GPUs, framing the spending as essential for unlocking future AI breakthroughs. Industry analysts note that while enterprise ROI remains elusive, the race toward AGI fuels an unprecedented appetite for processing power.