OpenAI is reportedly tempering some of its most aggressive infrastructure plans, telling investors it now expects to spend roughly $600 billion on computing power through 2030.
The revised figure is significantly lower than a previously cited projection of about $1.4 trillion by CEO Sam Altman for large-scale compute and data center buildout. It reflects a shift toward more grounded financial planning as the company scales its artificial intelligence operations, CNBC reported on Friday, citing sources familiar with the matter.
Sees $280 Billion In Revenues By 2030
OpenAI’s latest targets aim to align its capital outlays with expected revenue growth, according to the report. The company projects total revenue of more than $280 billion by 2030, with contributions split roughly evenly between consumer and enterprise segments, the report added.
The company did not immediately respond to Benzinga‘s request for comment.
OpenAI said that its annualized revenue run rate exceeded $20 billion in 2025, a 233% increase from 2024.
For context, the $600 billion number still dwarfs typical capital spending by most tech companies. Even over several years, such a total would represent one of the largest long-term infrastructure commitments outside hyperscalers like Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ: MSFT). OpenAI has been striking multibillion-dollar infrastructure deals since the second half of last year, partnering with leading chipmakers and cloud service companies.
What It Means for Funding And Growth
OpenAI’s adjusted spending roadmap arrives amid a major fundraising push, with the company approaching a funding round that could exceed $100 billion and potentially support a future IPO.
The investment round, which includes strategic investors like the Japanese conglomerate SoftBank (OTC:SFTBY) and Amazon, could value the company at a $730 billion pre-money valuation, CNBC reported.
NVIDIA Corp. (NASDAQ:NVDA) has also reportedly entered the final stages of a $30 billion equity investment in OpenAI as part of the latest round, effectively replacing a massive $100 billion infrastructure agreement that had been the subject of intense market speculation.
Launched in 2015 as a non-profit artificial intelligence research lab, OpenAI surged into the global spotlight after unveiling its chatbot ChatGPT in 2022.
Image via Shutterstock
Recent Comments