A post by @DeItaone on X.

OpenAI will continue investing in AI data centers regardless of U.S. election outcomes, CFO Sarah Friar told CNBC, signaling the company's infrastructure buildout is not contingent on the political landscape. The remark comes as OpenAI pursues one of the largest capital expenditure programs in tech, spanning massive data center projects backed by partners including Microsoft and Oracle. The stance matters because AI infrastructure spending has become a major driver of demand for chips, power and cloud capacity, and any hint of a pullback would ripple across those supply chains. Investors will watch whether OpenAI's commitments translate into further chip orders and financing deals, and whether election-driven policy shifts on energy or trade alter the pace of construction.