OpenAI resets spend expectations to about $600 billion of compute by 2030, targets $280 billion in revenue
Summary
OpenAI has revised its long-term spend outlook to about $600 billion in total compute by 2030, down from $1.4 trillion, while guiding toward over $280 billion in revenue by 2030. The company is pursuing a funding round potentially totaling over $100 billion, with strategic investors like Nvidia, SoftBank, and Amazon, aiming for a high pre-money valuation and stronger alignment between spend and projected revenue growth. The report highlights ongoing growth of ChatGPT and Codex, and outlines OpenAI’s efforts to balance expansion with profitability in a competitive AI landscape.