Tibo, OpenAI's Head of Core Product, issued a warning on the X platform, stating that user demand for GPT-6 Astra has exceeded historical experience, and the company may have to temporarily pause new Pro subscriptions to ensure the quality of service for existing users. This marks the first time an OpenAI executive has publicly issued a supply warning regarding demand for a single model. A Morgan Stanley report on September 7 noted that Astra has shifted the AI bottleneck narrative from "how much infrastructure is needed for known demand" to "how many new workloads will become economically viable as model intelligence improves." This directly impacts the pricing logic for hashrate, electricity, and the semiconductor industry chain.