Prime Highlights
- OpenAI plans to invest $600 billion in total compute infrastructure by 2030, scaling down from earlier projections of $1.4 trillion while aligning spending with projected revenue growth.
- The company is nearing a massive funding round exceeding $100 billion, with talks of a potential $30 billion investment from Nvidia that could value OpenAI at $730 billion pre-investment.
Key Facts
- OpenAI generated $13.1 billion in revenue in 2025, surpassing its $10 billion target, while reporting an $8 billion cash burn, lower than the projected $9 billion.
- ChatGPT now serves more than 900 million weekly active users, up from 800 million in October, as competition intensifies with Google and Anthropic.
Background
OpenAI has informed investors that it plans to invest about $600 billion in computing infrastructure by 2030. This figure is lower than the $1.4 trillion commitment earlier mentioned by CEO Sam Altman. The updated plan sets a defined timeline and links infrastructure spending more closely with projected revenue growth.
Sources familiar with the discussions said the company expects its revenue to cross $280 billion by the end of the decade. OpenAI believes its consumer products and enterprise services will each contribute nearly half of that total. By aligning its spending goals with income forecasts, the company aims to address concerns that its earlier expansion plans were too ambitious.
Over the past few months, OpenAI has entered into several major infrastructure agreements with chip manufacturers and cloud providers to strengthen its AI systems. At the same time, it is wrapping up a funding round that could raise more than $100 billion. Roughly 90% of the funds are expected to come from strategic backers.
Nvidia is in discussions to invest as much as $30 billion in the round, which could value OpenAI at about $730 billion before the new capital is added. Other key investors are reported to include SoftBank and Amazon.
The company reported $13.1 billion in revenue for 2025, surpassing its earlier $10 billion target. It also reduced its cash burn to $8 billion, below the expected $9 billion.
Founded in 2015 as a nonprofit research lab. It gained worldwide recognition when it launched ChatGPT in 2022. The chatbot now records over 900 million weekly active users, compared to 800 million in October.
Last year, the company intensified efforts to improve its products amid stronger competition from Google and Anthropic. Its coding assistant, Codex, has surpassed 1.5 million weekly users and competes directly with Anthropic’s Claude Code.
