Nov 28, 2025 5 min read Daily Rundown

🛎️ The OpenAI Money Pit

Plus: China’s AI Giants Train Abroad, Mexico Builds a Compute God

Good Morning, AI Enthusiasts!

HSBC openly challenged OpenAI’s path to breakeven, effectively calling its growth plan a capital-hungry mirage.

BREAK-EVEN

OpenAI Eyes 2029 Profitability as HSBC Pushes Back

📌 What’s happening: Sam Altman tells investors OpenAI will hit cash-flow positive by 2029. HSBC just tore that up, projecting a $207 billion shortfall by 2030 and labeling the company “a money pit with a website on top.” Both look at the same growth curve, but from opposite ends of the spreadsheet. Altman sees compounding revenue and efficiency; HSBC sees linear power bills and debt markets closing fast.

🧠 How this hits reality: OpenAI’s model treats compute as an upfront bet on exponential demand, because the more GPUs it deploys, the faster the flywheel spins. HSBC runs it like a utility: each teraflop is a meter reading, not a multiplier. To one side, AI is the next internet; to the other, it’s the world’s most expensive data-center co-op. Altman is selling acceleration. HSBC is calculating amortization.

🛎️ Key takeaway: Altman’s talking future tense, HSBC’s counting voltage. One bets the curve bends up; the other knows the bill always comes due.

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GLOBAL

China’s AI Giants Train Abroad to Chase the Markets They Can’t Enter

📌 What’s happening: Alibaba and ByteDance are reportedly training their newest large models in Southeast Asia to access Nvidia chips and bypass U.S. export curbs. But the deeper play isn’t just dodging sanctions; it’s about staying relevant in the global AI race. Offshore data centers let them fine-tune models closer to the world’s biggest AI consumer base: the United States.

🧠 How this hits reality: Training overseas isn’t only about hardware; it’s about positioning. The U.S. still dominates AI monetization through enterprise and consumer adoption, from OpenAI’s APIs to Anthropic’s cloud partnerships. By hosting and training models abroad, Chinese firms quietly align with Western infrastructure, preparing to sell, license, or localize products for non-Chinese users. It’s globalization disguised as evasion.

🛎️ Key takeaway: When you can’t enter the market, you build next door and wait for the border to move.

COMPUTE

Mexico Wants Its Own Compute God

📌 What’s happening: Mexico unveiled plans for Coatlicue, a 314-petaflop supercomputer named after the Mexica earth goddess, projected to be seven times faster than Brazil’s current top system. President Claudia Sheinbaum said construction begins next year, with the machine designed to power national AI research, climate modeling, and data-driven innovation.

🧠 How this hits reality: Let’s be clear, 314 petaflops is modest by global standards, roughly a fraction of U.S. exascale systems like El Capitan and only comparable to a slice of ChatGPT’s early training cluster. But for Latin America, where most labs rent compute from U.S. or European clouds, it’s seismic. Coatlicue could mark the region’s first credible step toward AI sovereignty, anchoring local research, energy modeling, and biotech without crossing hemispheres for GPU time.

🛎️ Key takeaway: Coatlicue won’t rival the giants, but for Latin America, it’s the Big Bang.

QUICK HITS

Aroundtown aims to open its first Berlin data centre in three years and convert more offices, constrained by Europe’s tight power grids.
The EU proposed two updates to streamline GDPR and AI Act compliance and cut business burdens.
Epic CEO Tim Sweeney argues that since nearly all future games will use AI, Steam’s “Made with AI” tags make no sense.
A breach at third-party provider Mixpanel exposed basic OpenAI API user info, though no sensitive data or core systems were compromised.
Over 1,000 Amazon employees warn the company’s aggressive AI and data-center push threatens democracy, jobs, and the climate.

TRENDING

Daily AI Launches

Links has released v2.0, a privacy-focused redesign of its link manager built specifically for iOS 26 with iCloud sync.
Craft.do has released a major update with a smarter AI Assistant, MCP connections, and a new Android beta.
NoSho.app has launched a tool for businesses to fill last-minute availability and collect deposits via a single, auto-notifying link.
InsightTube has launched an AI-powered video platform for learning that summarizes content, generates subtitles, and lets you chat with videos.

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