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OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
OpenAI reduced its 2030 compute spending target to $600 billion to better align with projected $280 billion revenue amid a $100 billion funding round led by strategic investors.
- On February 21, 2026, OpenAI told investors it is targeting roughly $600 billion in total compute spend by 2030, scaling back from CEO Sam Altman's earlier $1.4 trillion commitment.
- The company projects more than $280 billion in revenue by 2030, split between consumer and enterprise, while OpenAI generated $13.1 billion in 2025 and ties spending to expected revenue growth.
- Finalizing a funding round worth more than $100 billion, OpenAI is courting strategic investors including SoftBank and Amazon, with Nvidia discussing an up-to-$30 billion investment and a $730 billion pre-money valuation.
- OpenAI’s adjusted gross margin fell to 33% in 2025, while spending $8 billion, heightening pressure to link costs to returns before a potential IPO.
- Market projections show a rise from $122 billion to $467 billion by 2030, enlarging the prize, but OpenAI must secure capital, reclaim enterprise market share and cut costs to justify its $600 billion compute target.
32 Articles
32 Articles
OpenAI Halves Investment in AI Bubble by 2030 Projected Revenue of $280 Billion in 2030 OpenAI has cut its investment in its infrastructure by 2030 to $600 Billion, or approximately 869 trillion won, half of its original plan. This is due to concerns about excessive investment in AI infrastructure in the market.
OpenAI projects that its recipe will grow rapidly in the coming years and will exceed US$ 280 billion in 2030, according to a person familiar with the subject. The recipe forecast reflects the strong incentive of ChatGPT's creator for sales by signing his artificial intelligence software for consumers and businesses. Warning: The world needs to regulate IA's 's emergency', says the CEO of OpenAI, ChatGPT's creator New acquisition: OpenClaw's cre…
digitimes.com
technewstube.comOpenAI projects US$280B revenue by 2030, plans US$600B in spending
OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.
OpenAI Tempers Compute Spending Target To $600 Billion, Projects $280 Billion Revenue By 2030 As Mega Funding Round Nears: Report - Amazon.com (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT)
OpenAI now expects to spend $600 billion on computing power through 2030 and clock revenues of $280 billion as a mega-funding round looms.
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