Investing.com — OpenAI has significantly revised its long-term financial roadmap, signaling a shift toward more disciplined spending as it scales its artificial intelligence ambitions. According to CNBC, citing sources familiar with the matter, the company is now informing investors of a plan to spend roughly $600 billion on total compute through 2030.
The new figure marks a stark departure from the more aggressive infrastructure goals previously suggested by leadership. The adjustment comes months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments, a scale that had raised eyebrows across Silicon Valley and Wall Street.
To justify its massive capital outlays, the startup is projecting a steep revenue climb to more than $280 billion by the end of the decade. Sources told CNBC that the company expects nearly equal contributions from its consumer and enterprise divisions to reach this target.
This growth trajectory follows a strong performance in 2025, where OpenAI generated $13.1 billion in revenue. That figure reportedly surpassed the company’s internal target of $10 billion, providing a beat on expectations as it burns through roughly $8 billion annually.
The recalibration arrives as OpenAI nears the completion of a historic funding round that could exceed $100 billion. Strategic heavyweights including SoftBank and Amazon are expected to participate, further intertwining the startup with the world’s largest tech ecosystems.
Nvidia is also in discussions to invest up to $30 billion as part of the deal, which would value OpenAI at $730 billion pre-money. “We love working with Nvidia and they make the best AI chips in the world,” CEO Sam Altman recently stated, emphasizing the reliance on the chipmaker’s hardware.
The company is also grappling with intensified pressure on its flagship products, particularly as rivals like Google and Anthropic gain ground. In response, OpenAI reportedly declared a “code red” last December to sharpen its focus on improving the core ChatGPT experience.
Usage remains at record highs, with the chatbot now supporting more than 900 million weekly active users, according to the sources. This represents a significant jump from 800 million in October, suggesting that consumer demand remains robust despite the broader concerns regarding profitability.
Beyond general-purpose chat, OpenAI is doubling down on specialized tools like Codex to capture the lucrative developer market. The coding product has surpassed 1.5 million weekly active users, though it faces direct competition from Anthropic’s Claude Code.
