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Sora's Sudden Crash: Ultraman Reveals Discontinuation Tied to Vast Computing Power Gap

Sora's Sudden Crash: Ultraman Reveals Discontinuation Tied to Vast Computing Power Gap

May 26, 2026
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Sora

Recently, OpenAI CEO Sam Altman addressed this topic in an exclusive interview. He clarified that the primary reason for pausing this innovative project was not a technical limitation, but a severe shortage of computing power.

Computing Power Competition: Sora is Not the "Top Priority"

While Sora has captivated the world with its visual capabilities, it now faces intense competition for resources within OpenAI's strategic priorities:

Resource Constraints: Altman highlighted the significant computing power deficit, noting the company must allocate its limited chip resources to projects with higher returns and greater strategic importance.

Prioritization: On OpenAI's list of priorities, Sora is not currently at the top, meaning it must yield to the development of core models like the GPT series.

Industry Trends: GPT-6 Rumors and Competitive Pressure

As Sora takes a temporary backseat, another major contest is heating up in the AI sector:

GPT-6 Development: Industry reports suggest OpenAI is heavily focused on developing GPT-6, which may be the true "top priority" Altman referenced.

Competitor Dynamics: Meanwhile, Anthropic's Mythos model has reportedly encountered significant development challenges, with its substantial computing power demands nearly "burning out" the company's resources, underscoring the industry-wide computing power crunch.

Capital Trends: A Shift Towards Physical AI and Infrastructure

The computing power shortage is not only a challenge for AI developers but is also reshaping investment flows:

New Industry Focus: As pure software models face hardware limits, capital is flowing into physical AI applications. For instance, Red Bear AI, which operates in the physical world, recently secured 210 million yuan in Series A funding, indicating a move towards sectors that use existing resources more efficiently.

Major Fund Reallocation: On April 7th, significant capital in secondary markets moved away from communications and into foundational sectors like basic chemicals, electronics, and power equipment. Companies such as Cambricon and China Oil Capital saw net inflows of 2.979 billion yuan and 1.785 billion yuan, respectively.

Conclusion: The Cost of "Imagination"

Sora's pause highlights the AI industry's entry into an era of "computing power inflation." When computing power becomes a scarcer resource than capital, even leading firms like OpenAI must make difficult strategic choices.

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