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Ziff Davis
2026-09-14 11:35:03

Ziff Davis CEO questions OpenAI stance on publisher payments as compute spending targets $750 billion

Vivek Shah, CEO of digital media and internet company Ziff Davis, said OpenAI should be able to pay licensing fees to news publishers if it can spend about $750 billion on computing infrastructure by 2030. His comments addressed the U.S. Department of Justice’s position in a copyright case in the Southern District of New York, where the government argued that licensing deals between AI companies and publishers could increase industry burdens and restrict AI development. Shah pushed back on that view, saying many publishers have already reached licensing agreements with OpenAI and other leading AI companies, while platforms such as Cloudflare and Tollbit are lowering the operational costs tied to licensing and royalty payments. He also argued that content licensing would represent only a small expense relative to projected compute spending. Using the U.S. music business as a comparison, Shah said annual royalty and licensing payments there total less than $20 billion. A similar figure for the news publishing industry, he said, would have limited impact on overall LLM company spending while creating an important revenue stream for content producers. Shah added that without a workable licensing framework, publishers may respond with paywalls and technical restrictions that block AI scraping, raising the cost for consumers to access free information and narrowing income channels for creators.

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Ziff Davis CEO questions OpenAI stance on publisher payments as compute spending targets $750 billion
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