The recent departure of three members from Open AI's security teams comes at a pivotal time for the American company. Open AI, the creator of the popular AI chatbot ChatGPT, is experiencing extraordinary revenue growth and has secured significant financial backing. According to Reuters, Open AI's annualized revenue reached nearly 70 billion dollars by the end of September 2026, reflecting a rapid increase in sales. This growth includes a more than 70% rise in revenue since the start of the third quarter and consumer revenue in the third quarter that surpassed all of the previous year's consumer revenue. The Financial Times reported that in 2025, Open AI earned around 13 billion dollars in revenue but spent nearly 34 billion dollars, resulting in an operational loss of about 8 billion dollars when excluding special accounting items. This high capital consumption has driven Open AI to raise substantial funds. In March 2026, the company announced securing 122 billion dollars in financial commitments, with a post-investment valuation of 852 billion dollars. SoftBank, a Japanese investment group, has been a key player in this effort. The company confirmed on October 1 that it had completed its 30 billion dollar investment in Open AI, bringing its total investment to 64.6 billion dollars for about 13% of the company's capital. Open AI may be preparing for the next phase of fundraising, with reports indicating it is seeking at least 30 billion dollars more, potentially pushing its valuation close to 1.400 billion dollars. This would place Open AI in the same league as the world's largest publicly traded companies. According to Bloomberg projections based on the Financial Times, Open AI could record up to 278 billion dollars in negative free cash flow between 2026 and 2030. Open AI's main financial challenge now involves securing access to computing infrastructure. The company is working with multiple suppliers to avoid reliance on a single provider. Reuters reported on an agreement that could provide Open AI with about 300 billion dollars worth of computing power over five years. In parallel, the Stargate project aims to create a dedicated AI infrastructure at a scale rarely seen in the tech industry. Open AI has announced plans with Oracle to add 4.5 gigawatts of computing capacity in the United States. By September 2025, the company had already outlined nearly 7 gigawatts of planned capacity, associated with over 400 billion dollars in planned investments over three years. CoreWeave is another key supplier, with contracts between the two companies reaching 22.4 billion dollars by September 2025. These contracts included an initial 11.9 billion dollar deal, a 4 billion dollar extension, and a new commitment of up to 6.5 billion dollars. This diversification reflects Open AI's strategy to ensure sufficient capacity to train its future models and serve a large user base, while also creating increasing financial ties with chip manufacturers, data center operators, and major cloud companies. Open AI is also exploring technological alternatives to traditional infrastructures that heavily depend on Nvidia, a leading manufacturer of graphics processing units. According to The Information, reported by Reuters in April, Open AI may be willing to spend over 20 billion dollars over three years with Cerebras, a company that develops specialized processors. The deal could also grant Open AI a minority stake in Cerebras. However, Reuters noted it could not independently verify all these details. At the same time, Open AI is developing contracts to generate new revenue streams. On September 30, Synopsys announced a partnership with Open AI to create GPT-Synopsys, a model focused on semiconductor design. Open AI will receive a share of the revenue generated from its use while paying Synopsys for training its design software. This evolving business model shows that Open AI is no longer solely focused on selling ChatGPT subscriptions or API access. Instead, the company is aiming to integrate its models into high-value industrial processes. In this context, the departure of the three researchers highlights the financial stakes involved. When a company relies on investors who can commit tens of billions of dollars, long-term industrial contracts, and companies that entrust them with their data, the protection of sensitive information becomes an economic asset. A governance flaw can undermine the trust of customers, partners, investors, and regulators. The layoffs revealed at the beginning of October show that for Open AI, security is no longer just a technical issue: it now directly contributes to the company's value and its ability to finance its growth.