1. OpenAI expects to end the year at a $20B annualized revenue run rate. 2. There is an "upcoming enterprise offering". 3. "Given everything we see on the horizon in our research program, this is the time to invest to be really scaling up our technology [i.e., data center infrastructure]." 4. A world where AI can make important scientific breakthroughs at the cost of tremendous amounts of computing power is something OpenAI "no longer think[s] is in the distant future".