A major global bank just dropped a bombshell forecast on OpenAI's financial runway. According to their analysts, the AI giant is staring down cumulative operating losses approaching half a trillion dollars through the end of the decade. That's a staggering burn rate even by Silicon Valley standards. The projection raises serious questions about monetization timelines for frontier AI models—especially as compute costs keep climbing and revenue models remain unproven at scale. Whether OpenAI can justify that kind of cash consumption will likely shape investor sentiment across the entire AI infrastructure stack for years to come.