OpenAI’s $600B Compute Pivot Fuels AICoin AI Infrastructure Narrative

OpenAI has significantly revised its long-term compute spending target downward to $600 billion, a strategic MOVE aligning with updated revenue projections. The AI giant now forecasts total revenue exceeding $280 billion by 2030, with contributions evenly split between consumer and enterprise segments.

This spending recalibration addresses previous concerns over overly aggressive expansion, signaling a more measured, capital-efficient growth trajectory. The announcement comes as OpenAI continues to execute on massive infrastructure partnerships with leading chipmakers and cloud providers to build unprecedented supercomputing capacity.

Notably, Nvidia remains a cornerstone partner, with ongoing negotiations for a potential $30 billion strategic investment that would value OpenAI at a staggering $730 billion pre-money. This is separate from the existing $100 billion infrastructure pact announced in September 2025, underscoring the immense capital flowing into foundational AI compute—a bullish catalyst for the underlying AICoin AI infrastructure thesis.