OpenAI loses senior executive responsible for data centers amid infrastructure expansion
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OpenAI loses senior executive responsible for data centers amid infrastructure expansion

OpenAI has registered another departure of a high-level executive. Chris Malone, who supervised the organization's data center area, left the company last week. This resignation occurs during a period of intense expansion of the infrastructure required to support the company's artificial intelligence (AI) systems.

Malone joined OpenAI in March 2025, shortly after the announcement of the Stargate project. This project was developed in collaboration with Oracle and SoftBank with the aim of increasing the data center capacity essential for the growth of the company's AI models. Previously, Malone worked as a prominent engineer at Meta, where he led the data center strategy, in addition to holding engineering and technology director roles at Google.

His departure comes as OpenAI undergoes a restructuring in its infrastructure sector and is drastically increasing investments in computing power. Currently, the company forecasts expenses of about US$ 750 billion (equivalent to approximately R$ 3.86 trillion) in computing capacity by 2030, an amount higher than the previous estimate of about US$ 600 billion (R$ 3.08 trillion).

Infrastructure Reorganization

Before this reorganization, Malone reported directly to Greg Brockman, President of OpenAI. Earlier this year, the company reformed its infrastructure structure, designating Sachin Katti as the leader of the broader area, which is also subordinate to Brockman.

Malone and Adrian Caulfield began collaborating as co-leaders of a team focused on technical development and data center projects. OpenAI has implemented other structural changes recently. In July, Uday Ruddarraju was promoted to Director of Computational Capacity, reporting to Brockman. Brent Mayo, hired from xAI earlier this year, began reporting to Ruddarraju and was tasked with ensuring that the company's computing projects were completed on time.

Ruddarraju and Mayo participated in the construction of the Colossus supercomputers, created by xAI, Elon Musk's company, located in Memphis, USA. In a statement, OpenAI justified the change by saying it reorganized its infrastructure area to keep pace with the scale and pace of its work. The company stated: 'We have a strong and deeply experienced data center team, with clear leadership and technical knowledge to execute our plans.'

Other Changes and Challenges

Malone's departure adds to a series of executive departures at OpenAI in 2026. In recent weeks, the company lost Denise Dresser, Director of Revenue, Brad Lightcap, Chief Operating Officer, and Fidji Simo, who held a prominent position and was seen as one of the key executives close to CEO Sam Altman.

This succession of changes occurs while OpenAI works on a potential public stock offering, expected in 2027, and seeks to expand its presence in the corporate market, where it competes with rivals such as Anthropic. Despite these departures, the company assures that the restructuring will not affect its infrastructure plans.

The relevance of the area managed by Malone grows considering the magnitude of the investments planned by OpenAI. The projection for computing capacity spending by 2030 was raised to approximately US$ 750 billion (R$ 3.86 trillion), surpassing the initial estimate of US$ 600 billion. This expansion covers both the creation and operation of new facilities and the hiring of third-party services, aiming to ensure sufficient capacity to train and run increasingly complex AI models.

In this context, the departure of the executive responsible for a crucial part of the data center strategy coincides with the acceleration of OpenAI's infrastructure commitments. However, the company assures maintaining an experienced team and a well-defined leadership structure to drive the expansion of its data centers.

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OpenAI executive departures create pressure ahead of potential company IPO
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OpenAI executive departures create pressure ahead of potential company IPO

OpenAI has registered another senior executive departure with the dismissal of Denise Dresser from her role as CRO on Thursday, occurring just two days after Brad Lightcap announced his departure. These movements are happening while the company prepares for a possible IPO and maintains a valuation of US$ 852 billion (approximately R$ 4.37 trillion).

Furthermore, Fidji Simo also left the organization. According to CNBC, these three departures occur amid competition with Google and Anthropic, the expansion of more accessible open-source models, and investor expectations regarding OpenAI's future.

Dresser joined OpenAI in December, bringing with her over a decade of experience in leadership roles at Salesforce. Her main responsibility was to drive corporate business, a sector considered strategic in the rivalry with Anthropic.

In April, four months after her hiring, Dresser began taking on some of Lightcap's responsibilities. He had left the Chief Operating Officer position to focus on special projects and communicated this week the end of his eight years at the company to start new ventures.

Dresser's replacement will be Dali Rajic, who previously held the position of President and COO at Wiz, a cybersecurity company acquired by Google for US$ 32 billion (about R$ 164.16 billion).

Greg Brockman, CEO of OpenAI, commented that Dresser led the revenue area during a 'business formation period.' Regarding Rajic, he expressed the expectation that she can transform the company's learning into a more stable operation.

Despite the changes in leadership, OpenAI managed to present positive results in the enterprise market. Brockman reported that recurring revenue exceeded 20% in July, and penetration among corporate clients reached 32%. The enterprise division reached 2 million customers, doubling the number recorded the previous year.

In an interview with CNBC, Denise Dresser, OpenAI's CRO, stated that corporate business represented 40% of revenue and had the potential to match consumer share by the end of 2026.

The data presented by OpenAI includes the fact that the company confidentially submitted its IPO prospectus in June, although it has not yet set a date for the offering. The executive departures have attracted investor attention; Kevin McCormick, founder of SignAudit.AI, classified this wave of pre-IPO dismissals as a 'big warning sign,' and two investors told CNBC that they were surprised by Dresser's decision.

Although rapid changes are not unprecedented at OpenAI, in 2023, Sam Altman was removed from the CEO position after the board alleged that he was not 'consistently sincere in his communications.' Subsequently, he returned to the position due to the reaction of investors and employees.

This incident came back into focus during the lawsuit filed by Elon Musk against OpenAI, Altman, and Brockman, where the management of these two executives was questioned by Musk's lawyers during the trial. With new departures in management, Altman and Brockman need to maintain the confidence of investors and employees while OpenAI seeks to advance in the corporate market and prepares for a potential capital opening.

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