How much does Shah say OpenAI plans to spend on compute?

Shah says OpenAI has told investors it expects to spend $750 billion on compute by 2030.

What is the U.S. music industry comparison Shah uses?

He notes that royalties and licensing payments in the U.S. music industry are under $20 billion per year, and says similar payments to news publishers would be a rounding error for LLM companies.

What is the Justice Department's position in the copyright case?

The DOJ issued a Statement of Interest arguing that requiring frontier labs to enter licensing agreements would make it significantly more difficult to develop a robust AI industry.

AI Regulation & PolicyAI Business & IndustryFortune AISep 14, 2026Sep 14, 2026, 22:00 JST

Ziff Davis CEO: $750 billion proves AI can pay

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3 Key Points

What happened
Ziff Davis CEO Vivek Shah, writing in Fortune, pushed back on the Justice Department's claim that licensing deals would make it 'significantly more difficult to develop a robust AI industry.'
Why it matters
Shah points out that dozens of publisher licensing deals already exist with frontier labs, and that U.S. music industry royalties are under $20 billion per year — a rounding error against OpenAI's $750 billion compute plans.
What to watch
The outcome of the SDNY copyright case hinges on whether courts accept the DOJ's framing or Shah's market-based rebuttal. Watch for more publisher-frontier lab licensing announcements as platforms like Cloudflare and Tollbit make royalty payments simpler.

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FAQ

How much does Shah say OpenAI plans to spend on compute?: Shah says OpenAI has told investors it expects to spend $750 billion on compute by 2030.
What is the U.S. music industry comparison Shah uses?: He notes that royalties and licensing payments in the U.S. music industry are under $20 billion per year, and says similar payments to news publishers would be a rounding error for LLM companies.
What is the Justice Department's position in the copyright case?: The DOJ issued a Statement of Interest arguing that requiring frontier labs to enter licensing agreements would make it significantly more difficult to develop a robust AI industry.

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