OpenAI’s $207B Funding Need by 2030 Highlights AI Infrastructure Arms Race
HSBC analysts project OpenAI may require $207 billion in new funding by 2030, with cloud computing costs driving the staggering estimate. The firm's $250 billion Microsoft partnership and $38 billion Amazon deal underscore the capital intensity of AI development at scale.
Competitor Anthropic mirrors this trend with a million-chip order from Alphabet and $50 billion infrastructure commitment. The AI sector's compute demands now threaten to outpace revenue projections—OpenAI's $1.4 trillion estimated compute costs through 2032 dwarf its $12.5 billion 2025 revenue forecast.