Overview
OpenAI has revised the scale of its long-term infrastructure commitments, informing investors that it plans to spend roughly $600 billion on total compute through 2030, according to people familiar with the matter. The new figure represents a substantial downshift from the larger infrastructure targets previously discussed by company leadership.
Revenue targets and rationale
To underpin the large but reduced spending plan, the company is forecasting a sharp rise in top-line performance - projecting more than $280 billion in revenue by the close of the decade. Company forecasting envisions roughly equal revenue contributions from consumer-facing offerings and enterprise products to reach that total.
Those projections follow a strong 2025 showing, in which OpenAI reportedly generated $13.1 billion in revenue. That figure exceeded the company’s internal target of $10 billion for the year. The firm is simultaneously described as burning about $8 billion a year, figures that underscore the tension between rapid investment and current cash outflows.
Funding and strategic partnerships
The change in compute guidance coincides with near-completion of a historic financing round that could surpass $100 billion. Major strategic investors are expected to participate, with names such as SoftBank and Amazon cited as likely backers. Nvidia is reported to be in talks to invest as much as $30 billion as part of the round. If the financing were to move forward at the reported terms, the company would carry a pre-money valuation near $730 billion.
OpenAI’s leadership has emphasized a close operational reliance on Nvidia’s hardware, with the company’s CEO noting the importance of the chipmaker’s technology to its AI workloads.
Product pressure and usage trends
At the same time, OpenAI faces mounting competition on several fronts. Rivals including Google and Anthropic are pressuring the company’s flagship offerings, and the firm reportedly initiated a “code red” last December to intensify efforts to improve the core ChatGPT experience.
Despite competitive pressures and questions about profitability, usage of the chatbot remains at record levels. Weekly active users for the chatbot now exceed 900 million, up from about 800 million in October, indicating sustained consumer engagement.
Beyond general-purpose chat, OpenAI is continuing to invest in specialized developer-facing products. Its coding tool, Codex, has surpassed 1.5 million weekly active users, though it faces competition in the coding space from other vendors including Anthropic’s Claude Code.
Purpose of the recalibration
The principal stated aim of the revised $600 billion compute plan is to better align capital expenditure with forecasted revenue growth. By providing a more defined spending cap and timeline, the company is seeking to reduce investor concerns about open-ended capital consumption.
As the broader AI sector shifts focus toward the economics underpinning large models and services, the central question for OpenAI remains how effectively it can convert its nearly one billion weekly users into the revenue stream required to finance its ambitious plans and justify the new spending envelope.
Contextual notes
Information in this report reflects the figures and descriptions provided by company insiders and reported investor expectations. Where projection figures and partnership intentions were reported, they are presented here as described to investors and do not include independent verification beyond those statements.