OpenAI is informing investors that it now aims for approximately $600 billion in total compute spending by 2030, months after CEO Sam Altman highlighted $1.4 trillion in infrastructure commitments.
According to sources who spoke to CNBC, the artificial intelligence firm is presenting a reduced figure alongside a clearer timeline for its projected expenditures, as concerns grew that its expansion goals may outpace the revenue expected to follow.
Sources familiar with the matter said OpenAI forecasts total revenue exceeding $280 billion by 2030, with nearly equal contributions from its consumer and enterprise segments. They noted that the revised spending outlook is designed to align more closely with anticipated revenue growth.
In the latter part of last year, OpenAI unveiled a flurry of multibillion-dollar infrastructure deals, forming partnerships with major chip manufacturers and cloud service providers.
The company is also in the process of completing a significant funding round that could surpass $100 billion, with roughly 90% expected to come from strategic investors, one source said. Nvidia is reportedly in discussions to invest up to $30 billion in OpenAI as part of the round, which could place the company’s pre-money valuation at $730 billion, CNBC has confirmed.
Other strategic investors involved in the funding include SoftBank and Amazon.
Sources said OpenAI generated $13.1 billion in revenue in 2025, exceeding its $10 billion target. The company reportedly recorded losses of $8 billion, lower than its projected $9 billion loss for the year.
Founded as a nonprofit research laboratory in 2015, OpenAI gained widespread attention after launching its chatbot ChatGPT in 2022. The chatbot now serves more than 900 million weekly active users, up from 800 million in October, sources said.
In December, OpenAI declared a “code red” to prioritize enhancements to ChatGPT amid growing competition from Google and Anthropic. Although user growth slowed during the fall, sources said both weekly and daily active users have since reached record levels.
The company’s coding tool, Codex, has also surpassed 1.5 million weekly active users, according to the sources. Codex competes directly with Anthropic’s Claude Code, which has experienced significant adoption over the past year.