OpenAI Revises Infrastructure Investment Plans to $600B by 2030
OpenAI, the renowned AI research lab, has made a significant revision to its infrastructure investment plans. The company has informed investors that it now aims for approximately $600 billion in total compute spending through 2030. This is a substantial reduction from the previously announced $1.4 trillion figure by CEO Sam Altman.
The revision comes as the company, known for its ChatGPT technology, gears up for what could potentially be one of the largest private capital raises in history. OpenAI is reportedly seeking more than $100 billion in a funding round that would value the company at around $830 billion. Tech giant Nvidia is reportedly on the verge of finalizing a $30 billion investment as part of this massive fundraising effort.
OpenAI justifies these enormous capital outlays with projections of a significant increase in its revenue. The company expects its revenue to surge to more than $280 billion by 2030, with consumer and enterprise businesses contributing nearly equally. In 2025, the company generated $13.1 billion in revenue, surpassing its $10 billion target, while keeping its spending at $8 billion—below its $9 billion budget.
The revised spending plan is designed to align capital expenditure more directly with expected revenue growth. This move addresses investor concerns about unsustainable spending. Despite increased competition from Google and Anthropic, ChatGPT continues to demonstrate strong user momentum, supporting more than 900 million weekly active users, up from 800 million in October 2025.
Source: CNBC