[combilabs]

>They'd sell the contracts for some of that compute to the fifty other companies desperate for it.

And if OpenAI were an isolated case, that might be all there is to it. But the whole point of the article is that it isn't isolated. So if OpenAI can't raise the money to execute on those contracts, it's unlikely that another AI company will have the spare cash to buy them at anything like full value. Remember, everyone in that market is riding the same second derivative. OpenAI is just a bellwether.