OpenAI CEO Sam Altman cites slow enterprise uptake and economic inertia, delaying AI’s transformative impact despite strong GPU demand.
OpenAI CEO Sam Altman stated AI adoption remains at an early stage, comparing it to the Palm Pilot era rather than the iPhone moment. He attributed the delay to institutional inertia, not technological limitations, tempering expectations for rapid market transformation.
NVIDIA guided Q2 revenue to $91 billion, while TSMC projects sustained demand through 2029 as AI labs absorb available GPU supply. Despite this, Altman shelved OpenAI’s Sora due to excessive compute consumption, highlighting persistent supply constraints even amid sluggish enterprise adoption.
The remarks underscore a disconnect between hardware demand and real-world AI integration, with Altman noting that businesses continue relying on established processes rather than embracing new models.