“At the end of 2025, OpenAI claimed it had “1.9GW of compute” — which would suggest that it takes up the vast majority of Microsoft’s infrastructure and some of Oracle’s — but it doesn’t distinguish between whether that’s active power, IT load or even accessible to the company.”
Our reading:
OpenAI's end-2025 claim of '1.9GW of compute' would suggest it takes up the vast majority of Microsoft's infrastructure and some of Oracle's, but the claim does not say whether that is active power, IT load, or even capacity accessible to the company.
Assessment: Supported
What happened
Was it true for the period described?
Outcome: Supported
The evidence matches what they said.
Judged on a plain reading. They named no measure, so we used the reading a typical informed reader would take. It is spelled out under “How we judged it”.
Evidence up to . Checked .
Why
On January 18, 2026, OpenAI's CFO wrote that the company had about 1.9 GW of compute in 2025. That sentence holds the post's only GW figures, and it never says what is measured: power drawn, IT load, contracted capacity, or capacity actually energized. The figure is called 'available compute' but is not defined, so it does not settle whether the capacity was usable by OpenAI. The claim that the figure was given without saying what it measures holds. The Microsoft and Oracle point was a hedged inference ('would suggest') and is not scored. 'At the end of 2025' loosely describes a statement made in mid-January 2026 about 2025. That does not change the result.
Caveats
- OpenAI's 'available compute' wording weakens the 'even accessible' part a little, though it gives no definition.
- The hedged inference about Microsoft and Oracle infrastructure was not tested.
Evidence (1 item)
Supports the claim: OpenAI,
directly tracks available compute: Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and ~1.9 GW in 2025.
Why it matters: OpenAI's CFO gave ~1.9 GW for 2025. This sentence holds the post's only GW figures, and it never says whether they mean power drawn, IT load, contracted capacity, or energized capacity. It calls the figure 'available compute' without defining that.
- Publisher
- OpenAI
- Kind of source
- Company disclosure: the company describing itself, not an independent finding, unaudited
- About events on
- Published
How we judged it
- Kind of claim
- Observation
- Deadline
- None given. We don’t add one.
Conditions
- would suggest (their words)
Where we had to interpret
- The checkable part has two pieces: (1) OpenAI publicly put its compute at about 1.9 GW for 2025, and (2) that statement did not say whether the figure meant active power, IT load, or capacity the company could actually use.
- The 'would suggest' clause about Microsoft and Oracle is his own hedged inference. It is not scored.
- 'At the end of 2025' could mean when OpenAI spoke or the date the figure describes. OpenAI's statement came on 2026-01-18 and describes 2025. The target period covers both (December 2025 to January 2026), so the timing wording alone does not decide the result.
Right if: An OpenAI statement gives about 1.9 GW of compute for 2025 and does not define the measure (power drawn, IT load, contracted, or usable).
Wrong if: OpenAI made no such claim, or its statement clearly defined the 1.9 GW as a specific measure, such as IT load or energized capacity available to OpenAI.
We wrote this test after the outcome was known.
We found 55 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, Where're All The AI Chips?, paragraph 106.
- Said
- We read the source
- live page, full text, public
- Evidence up to
- Checked
We read this wording on 2026-10-28. The post may have been edited after 2026-09-22.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, Where're All The AI Chips?
At the end of 2025, OpenAI claimed it had “1.9GW of compute” — which would suggest that it takes up the vast majority of Microsoft’s infrastructure and some of Oracle’s — but it doesn’t distinguish between whether that’s active power, IT load or even accessible to the company.
- Where
- paragraph 106
- Published
- 2026-09-22
- We read it
- , live page
- Access
- full text, public
History
Versions
- Current: Supported. Evidence up to 2026-10-28.
What happened to this record
PublishedBy us
Published after both AI reviews and the final check passed.
Held backBy us
A reviewer said our test wasn’t fair to what was actually said.