OpenAI Revises Infrastructure Spend Target to $600B, Projects $280B Revenue by 2030
OpenAI has significantly reduced its infrastructure spending target from $1.4 trillion to $600 billion by 2030, aligning expenditures more closely with projected revenue growth. The company now anticipates generating $280 billion in annual revenue by the end of the decade, a dramatic increase from its $13.1 billion performance in 2025.
The revised financial framework comes as OpenAI finalizes a funding round exceeding $100 billion, with Nvidia potentially contributing $30 billion. ChatGPT's user base has rebounded to record levels, boasting over 900 million weekly active users. This traction supports the company's valuation, which could surpass $850 billion post-funding.
Revenue streams are expected to balance evenly between consumer and enterprise segments, supplemented by experimental advertising initiatives. The company's 2025 burn rate of $8 billion underscores the capital intensity of AI development at scale.
