AI INFRASTRUCTURE: THE NEW BACKBONE OF GLOBAL LEADERSHIP, POWERED BY FII INSTITUTE IN PARTNERSHIP WITH THE HILL & VALLEY FORUM

The CFO of OpenAI and Christian Garrett are discussing the infrastructure required for the next industrial revolution, emphasizing the importance of data, compute, and governance. The discussion highlights OpenAI's investment in AI infrastructure, including the Stargate project, and the need for more compute to roll out new features like Sora 2. The CFO mentions that compute is a long-term investment, requiring years of planning and construction. She also notes that OpenAI is involved in various business lines, including apps, enterprise software, APIs, and data centers. Capital allocation is a key focus, with a goal of balancing consumer and enterprise businesses. The importance of government support in storytelling, funding, and building is emphasized, as well as the need for abundant and affordable energy to support AI infrastructure. The speakers also discuss the potential for AI to drive breakthroughs in energy and other fields.