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Let's say OpenAI signed a commitment contract that they agreed to spend XXX USD in your company over N years. You invest in infrastructure, your contractors sometimes take loans, the construction companies take loans. Countries / Funds lend money to such companies (example: Saudi Arabia fund), these funds themselves raised debt, it can quickly spiral down.

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If OpenAI fails, wouldn't their customers just move to other AI providers? So the total hardware demand by AI companies wouldn't dramatically change over a reasonable time frame?

If OpenAI fails, the assumed case is overcapitalisation relative to demand. In such a world, if the reason OpenAI has no liquidity is because there's insufficient demand, there's no customers to move across.

What happens if the OpenAI failure is because of lack of demand from their customers and the market in general? None of the AI providers or hardware providers will survive, no?

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