OpenAI has reset expectations around its long-term infrastructure ambitions, telling investors it now plans to spend roughly $600 billion on compute by 2030. The revised target marks a significant shift from earlier rhetoric that pointed to as much as $1.4 trillion in infrastructure commitments.
The updated projection, which includes a clearer timeline and closer alignment with revenue forecasts, was shared with investors amid concerns that earlier expansion goals may have outpaced realistic earnings potential, according to CNBC. Sources familiar with the matter said the new figure is designed to better match expected business growth over the next several years.
OpenAI is reportedly projecting more than $280 billion in total revenue by 2030, with consumer and enterprise segments contributing roughly equally. In 2025, the company generated $13.1 billion in revenue, exceeding its internal target of $10 billion, while burning through approximately $8 billion, slightly below its projected $9 billion loss.
The company is also finalizing a massive funding round that could surpass $100 billion, with most of the capital coming from strategic investors. Nvidia is reportedly in discussions to invest up to $30 billion as part of the round, which could value OpenAI at a $730 billion pre-money valuation. Other strategic investors include SoftBank and Amazon.
Over the past year, OpenAI has signed multibillion-dollar infrastructure agreements with leading chipmakers and cloud providers to secure the compute power required to train and run increasingly advanced AI models. Those deals fueled speculation that spending could climb into the trillions over time.
OpenAI’s growth trajectory remains strong. ChatGPT now supports more than 900 million weekly active users, up from 800 million in October. The company declared a code red in December to sharpen its competitive focus as rivals such as Google and Anthropic intensified their efforts. After a temporary slowdown in the fall, user growth has reportedly rebounded to record levels.
Meanwhile, OpenAI’s coding assistant Codex has surpassed 1.5 million weekly active users, competing directly with Anthropic’s Claude Code.
By narrowing its compute spending target and tying it more explicitly to revenue growth, OpenAI appears to be signaling a more disciplined approach to scaling its infrastructure in the rapidly evolving AI race.