ChatGPT-maker OpenAI is now telling investors that it expects to spend around $600 million on compute infrastructure by 2030. This new spending target is a sharp reduction from the $1.4 trillion figure which OpenAI CEO Sam Altman touted last year. According to a report by CNBC, the company is now offering a more defined timeline and tying its spending plan more closely to projected revenue growth. OpenAI projects over $280 billion in revenue by 2030, with nearly equal contribution from consumer and enterprise businesses. In 2025, the company generated around $13.1 billion in revenue surpassing its target of $10 bullion, while burning through $8 billion, slightly below its $9 billion forecast.
Funding round and strategic investors
The report further adds that OpenAI is also finalising a huge funding round which is expected to exceed $100 billion, with about 90% coming from strategic investors. Nvidia is also in talks to invest up to $30 billion, whereas SoftBank and Amazon are also negotiating large stakes. The round could value OpenAI at $730 billion pre-money.
Infrastructure deals and competitions
OpenAI’s flagship chatbot ChatGPT now has more than 900 million weekly active users, up from 800 million in October, rebounding after a dip in growth last fall. The company declared a “code red” in December to sharpen its focus on improving ChatGPT amid competition from Google and Anthropic. Its coding product Codex has also surpassed 1.5 million weekly active users, competing directly with Anthropic’s Claude Code.The reduced spending plan reflects investor concerns that OpenAI’s earlier expansion ambitions were outpacing potential revenue. By scaling back, the company aims to reassure backers that its infrastructure commitments are sustainable and aligned with long-term growth.
