OpenAI told investors that it currently plans to invest a total of approximately US$600 billion in computing power construction by 2030. Just a few months ago, CEO Sam Altman announced a target of $1.4 trillion in infrastructure investment. People familiar with the matter said that as concerns grew that its expansion ambitions far exceeded its potential revenue, OpenAI lowered its target amount and gave a clearer spending schedule.
According to sources, OpenAI expects total revenue to exceed US$280 billion in 2030, with consumer and enterprise business contributions roughly equal. The people spoke on condition of anonymity because the information is not public. The company's current spending plans are designed to be more directly tied to expected revenue growth, they said.
In the second half of last year, OpenAI successively announced a number of multi-billion-dollar infrastructure agreements and reached cooperation with mainstream chip manufacturers and cloud service manufacturers.
A source said that OpenAI is completing a huge financing round totaling more than 100 billion US dollars, about 90% of which comes from strategic investors. It is reported that Nvidia is negotiating to invest up to US$30 billion in OpenAI, and its pre-financing valuation will reach US$730 billion.
In addition to Nvidia, strategic investors in this round of financing also include SoftBank and Amazon.
Sources said that OpenAI will achieve revenue of US$13.1 billion in 2025, higher than the previous target of US$10 billion; it will consume US$8 billion in funds throughout the year, lower than the expected US$9 billion.
OpenAI was established as a non-profit research laboratory in 2015. After launching the chatbot ChatGPT in 2022, it quickly became popular in the mainstream market. According to reports, ChatGPT currently has more than 900 million weekly active users, up from 800 million in October.
Facing competition from Google and Anthropic, OpenAI declared a "red alert" state in December to focus on optimizing chatbots. ChatGPT’s growth slowed in the fall, but now both weekly and daily active users have rebounded to record highs, sources said.
Sources also said that the company’s code product, Codex, has exceeded 1.5 million weekly active users. The product directly competes with Anthropic's Claude Code, which has seen significant growth in usage over the past year.