OpenAI has told investors it now plans to spend about $600 billion on total compute by 2030. That replaces the earlier $1.4 trillion infrastructure figure that CEO Sam Altman had discussed months ago.
The new number comes with a clearer timeline. US media alleges that the lower target follows concern that expansion plans were too aggressive compared with expected revenue.
OpenAI is now projecting more than $280 billion in total revenue by 2030, with consumer and enterprise segments contributing almost equally.
Reportedly, the revised spending plan ties directly to that revenue outlook.
OpenAI resets spending plan
As Cryptopolitan reported during the second half of last year, OpenAI announced many multibillion-dollar infrastructure agreements after partnering with major chipmakers and cloud providers to expand supercomputing capacity.
Meanwhile, Nvidia has confirmed that it is in talks to invest up to $30 billion in OpenAI as part of a funding round. That round could value OpenAI at a $730 billion pre-money valuation. The potential $30 billion investment is separate from the $100 billion infrastructure agreement announced in September between Nvidia and OpenAI.
A person familiar with the matter said the $30 billion is not tied to deployment milestones. The September framework was different. It outlined Nvidia investing over several years as new supercomputing facilities came online. At the time, it was said that Nvidia’s first $10 billion would be deployed once the first gigawatt facility was completed.
The possible $30 billion investment does not follow that same structure. However, the person said Nvidia could still participate in future rounds that align with the September framework. OpenAI reported $13.1 billion in revenue for 2025. That exceeded its $10 billion target. The company burned $8 billion during the year, below its earlier $9 billion spending target. These numbers were shared by sources familiar with internal figures.
Nvidia faces earnings spotlight
OpenAI started in 2015 as a nonprofit research lab. It became mainstream after launching ChatGPT in 2022. ChatGPT now serves more than 900 million weekly active users, up from 800 million in October, according to people with knowledge of the data. The coding tool Codex has passed 1.5 million weekly active users. Codex competes with Anthropic’s Claude Code, which has gained adoption over the past year.
Nvidia is set to release quarterly earnings on Wednesday. Investors are watching closely as concerns grow about returns on artificial intelligence spending. Nvidia is currently the largest company in the world by market capitalization. Its stock surged after ChatGPT launched in late 2022. So far in 2026, shares of Nvidia and other Magnificent Seven companies have stalled.
Markets are also watching upcoming earnings from Salesforce and Intuit. Software stocks have fallen this year. Investors worry that artificial intelligence will disrupt traditional business models.
In November, Nvidia stated in its quarterly report that there was “no assurance that we will enter into definitive agreements with respect to the OpenAI opportunity or other potential investments.”
Sam Altman responded to speculation on X, writing that OpenAI loves working with Nvidia and that he does not “get where all this insanity is coming from.”
Earlier this month, Jensen Huang told Jim Cramer there was “no question” Nvidia would invest in OpenAI’s next funding round.
