Person

Sachin Katti

OpenAI VP of compute strategy and GPT-Infra, who framed Ultrafast as starting with a small customer group to learn where speed creates value.

Current stories

investConfirmed4 publishers

OpenAI's compute handover lands on a 2030 target reported at both $600 billion and $750 billion

OpenAI is replacing infrastructure chief Sachin Katti with compute CTO Uday Ruddarraju after roughly a year. CNBC cites a $600 billion compute target for 2030; the Wall Street Journal, via Quartz, says it is now roughly $750 billion.

Publishers:bloomberg.com cnbc.com cryptobriefing.com datacenterdynamics.com pymnts.com qz.com

Perspective Coverage

5 publishers

Builder: Builder 27%
Operator: Operator 37%
Investor: Investor 36%

Reality

Evidence62
Adoption: Insufficient
Hype gap+10
Incentives: Insufficient
Confidence68

productConfirmed5 publishers

OpenAI breaks up its data centre job and goes back to renting whole buildings

The head of data centers has left, the brief has been divided, and the part growing fastest is leasing capacity that somebody else already paid to build.

Publishers:datacenterdynamics.com fastcompany.com gizmodo.com techcrunch.com thenextweb.com

Perspective Coverage

5 publishers

Builder: Builder 15%
Operator: Operator 47%
Investor: Investor 38%

Reality

Evidence66
Adoption45
Hype gap+20
Incentives60
Confidence64

productConfirmed2 publishers

Firmus sells OpenAI the grid connection Stargate Korea still cannot find

Two Malaysian sites take Firmus past 900MW of contracted capacity, though five of its seven data centres are still unbuilt, which puts the scarce input in this trade on the grid side rather than the silicon side.

Publishers:datacenterdynamics.com thenextweb.com

Reality

Evidence52
Adoption35
Hype gap+34
Incentives76
Confidence58

investOne report1 publisher

OpenAI's 14 exits land on the two seats a $1T listing has to defend

Fourteen executives gone in 2026, a listing pushed to 2027, and a Stargate bill averaging $125 billion a year. The headcount is noise. The seats are the story.

Publishers:cryptopolitan.com

Reality

Evidence32
Adoption66
Hype gap+31
Incentives61
Confidence38

investConfirmed3 publishers

Speed becomes a SKU: OpenAI and Google put a separate price on latency

OpenAI's invite-only Ultrafast tier runs the same GPT-5.6 Sol up to 14 times quicker, while Google halves Gemini Flash pricing until December 31. Latency is now its own budget line.

Publishers:cryptopolitan.com decrypt.co pymnts.com

Perspective Coverage

3 publishers

Builder: Builder 35%
Operator: Operator 33%
Investor: Investor 32%

Reality

Evidence54
Adoption42
Hype gap+27
Incentives74
Confidence60