Is OpenAI creating a global compute monopoly?

OpenAI has formed strategic partnerships with Nvidia (10 gigawatts) and AMD (6 gigawatts) to secure massive GPU compute resources for AI development. Industry experts warn this could create a compute monopoly, controlling who can innovate in AI and at what cost. Meanwhile, China pursues an alternative strategy by subsidizing smaller, open-source models that require less computing power, potentially democratizing AI development. Meta takes a different approach by aggressively hiring top researchers with large bonuses. The competition highlights how compute scarcity has become a critical factor in the AI race.