OpenAI is reportedly recalibrating its ambitious compute infrastructure expansion plans, signaling a more measured approach to capital allocation. The artificial intelligence leader is now targeting approximately $600 billion in total compute spend by 2030, a notable adjustment from previous projections that suggested commitments could reach as high as $1.4 trillion.
This revised outlook, shared with potential investors, aims to align capital expenditure more directly with anticipated revenue growth. OpenAI is projecting over $280 billion in total revenue by 2030, with a balanced contribution expected from both its consumer-facing and enterprise businesses. This strategic shift comes amid broader market discussions about the scalability of AI infrastructure and the timeline for realizing substantial returns on investment.
The company has recently been engaged in a series of significant infrastructure deals, forging partnerships with key players in the chip manufacturing and cloud computing sectors. Sources indicate that OpenAI is nearing the completion of a substantial funding round, potentially exceeding $100 billion, with a significant portion, around 90%, expected from strategic investors.
Nvidia is reportedly in discussions to invest up to $30 billion as part of this round, which could place OpenAI’s pre-money valuation at an impressive $730 billion. Other strategic investors in this potential funding round include SoftBank and Amazon.
OpenAI’s financial performance in 2025 demonstrated strong growth, with revenues reaching $13.1 billion, surpassing its initial target of $10 billion. Concurrently, the company managed its operational expenditures effectively, with a burn rate of $8 billion, falling below its $9 billion target.
Founded in 2015 as a non-profit research lab, OpenAI captured global attention with the launch of its generative AI chatbot, ChatGPT, in 2022. The platform has since seen exponential user growth, now boasting over 900 million weekly active users, an increase from 800 million in October.
In response to increasing competition, particularly from rivals like Google and Anthropic, OpenAI declared a “code red” in December to prioritize enhancements for ChatGPT. Despite a temporary slowdown in growth during the fall, the platform has since rebounded to record user engagement levels for both weekly and daily active users.
The company’s coding assistant, Codex, has also achieved significant traction, surpassing 1.5 million weekly active users. Codex directly competes with Anthropic’s Claude Code, which has experienced considerable adoption over the past year, underscoring the dynamic and competitive landscape of AI development tools.
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