US EditionOpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
OpenAI lowered its 2030 compute spend target to $600 billion, aiming for $280 billion in revenue while finalizing a $100 billion funding round with major tech 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 $600 billion compute target.
26 Articles
26 Articles
OpenAI projects that its recipe will grow rapidly in the coming years and will exceed US$ 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.
Coverage Details
Bias Distribution
- 60% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
