Sources: OpenAI is telling investors it's targeting ~$600B in total compute spend by 2030, months after Sam Altman touted $1.4T in infrastructure commitments
OpenAI is telling investors that it's now targeting roughly $600 billion in total compute spend by 2030, months …
CNBC
Related Coverage
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- Scoop: OpenAI is telling investors that it's now targeting roughly $600 billion in total compute spend by 2030, months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments. … Ashley Capoot
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Discussion
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@quinnypig
Corey Quinn
on x
As a hyperscale CEO, I'm just going to take a big drink of very hot coffee and read this next article.
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@teortaxestex
@teortaxestex
on x
OpenAI spends *vastly* more on training than on inference. All of their public models released in 2025 couldn't have possibly cost more than ≈$1.5B in training. Concerning. [image]
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@ethanchoi7
Ethan Choi
on x
@Techmeme Not Techmeme's fault but someone needs to teach CNBC how to math pls. Not a reset - was always $600B in commitments. The $1.4T in commitments was $600B from OpenAI + $800B in capex commitments from their partners. Broke it down here a month ago from publicly available n…
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@stalkermustang
Igor Kotenkov
on x
TLDR Revenue: — OpenAI bumped its 5-year revenue forecast up by ~27%. — Last year's revenue tripled to $13.1B (beating projections by $100M). — New targets: $30B this year, $62B next year. — Consumer sales should double to $17B this year and hit $150B by 2030 (>50% of total
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@edzitron.com
Ed Zitron
on bluesky
Now OpenAI says it will be spending $600bn on compute through 2030, a year when it says it'll make $280bn. Weirdly it says it made $13.1bn In revenue in 2025, even though Sam Altman said in November it was “way more than that”! — www.cnbc.com/2026/02/20/o... [image]
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r/StockMarket
r
on reddit
OpenAI resets spend expectations, targets around $600 billion by 2030
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r/technology
r
on reddit
OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
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r/technology
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on reddit
OpenAI Forecasts Its Revenue Will Top $280 Billion in 2030
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r/tech
r
on reddit
OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030