OpenAI Lowers Spending Target to $600 Billion by 2030

Berlin: OpenAI has revised its long-term spending plans, telling investors it now expects total compute and infrastructure spending to reach about $600 billion by 2030.

The new figure is significantly lower than the $1.4 trillion in infrastructure commitments previously mentioned by CEO Sam Altman.

Sources familiar with the discussions said the company is providing a clearer timeline and more defined spending plan as investors raise questions about costs and long-term profitability.

Revenue Targets and Growth Plans

OpenAI is now projecting more than $280 billion in total revenue by 2030. The company expects revenue to come almost equally from its consumer products and enterprise business.

In 2025, OpenAI generated $13.1 billion in revenue, exceeding its earlier $10 billion target. The company reportedly spent about $8 billion last year, slightly below projections.

The revised spending plan is designed to align more closely with expected revenue growth.

Funding Round and Investors

OpenAI is in the process of finalizing a large funding round that could exceed $100 billion.

Strategic investors are expected to contribute most of the capital. Nvidia is reportedly in talks to invest up to $30 billion as part of the round. The funding could value OpenAI at around $730 billion before new investments.

Other major investors include SoftBank and Amazon.

Product Growth and Competition

Founded in 2015 as a nonprofit research lab, OpenAI gained global attention after launching ChatGPT in 2022.

ChatGPT now supports more than 900 million weekly active users, up from 800 million in October, according to sources.

The company’s coding assistant, Codex, has surpassed 1.5 million weekly active users. Codex competes with tools such as Claude Code.

OpenAI declared a “code red” internally in December to strengthen its chatbot performance amid rising competition from Google and Anthropic.

Outlook

The revised spending target reflects a more measured expansion strategy as OpenAI balances rapid growth with investor expectations.

While the company continues to expand infrastructure and user adoption, its updated plan suggests a stronger focus on linking costs directly to projected revenue.