OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

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.

The artificial intelligence company is providing a lower number and more defined timeline for its planned spending, sources told CNBC, as broader concerns mounted that expansion ambitions were too great for the potential revenue that would follow.

OpenAI is projecting that its total revenue for 2030 will be more than $280 billion, with nearly equal contributions from its consumer and enterprise businesses, said the sources, who asked not to be named because the information is private. The spending plan the company is offering is meant to more directly tie to its expected revenue growth, the people said.

In the back half of last year, OpenAI announced a flurry of multibillion-dollar infrastructure deals, partnering with leading chipmakers and cloud companies.

OpenAI is finalizing a massive funding round that could total more than $100 billion, with about 90% coming from strategic investors, one person said. Nvidiais in discussions to invest up to $30 billion inOpenAIas part of the round that could value the company at a $730 billion pre-money valuation, CNBC has confirmed.

In addition to Nvidia, strategic investors in the funding include SoftBank and Amazon.

OpenAI generated $13.1 billion in revenue in 2025, the sources said, up from its $10 billion target. The company burned through $8 billion, lower than its $9 billion target, they said.

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