TLDR

  • OpenAI has reduced its infrastructure spending goal from $1.4 trillion to $600 billion by 2030
  • The firm forecasts revenue of $280 billion by 2030, increasing from $13.1 billion in 2025
  • A funding round exceeding $100 billion is nearing completion, with Nvidia considering a $30 billion investment
  • ChatGPT has surpassed 900 million weekly active users, returning to peak levels
  • OpenAI’s valuation may surpass $850 billion following the new funding round

OpenAI has informed investors of its revised plan to invest approximately $600 billion in computing infrastructure by 2030. This represents a significant reduction from the $1.4 trillion target previously announced by CEO Sam Altman.

According to the company, the revised figure better aligns with anticipated revenue growth, providing investors with improved clarity on the relationship between expenditures and income.

OpenAI anticipates generating over $280 billion in revenue by 2030, a substantial increase from the $13.1 billion recorded in 2025, which exceeded the company’s $10 billion goal.

The company expects revenue to be split fairly evenly between consumer and business segments. OpenAI has also begun trialing advertising for select users, creating an additional potential revenue source.

OpenAI’s expenditures totaled $8 billion in 2025, falling below its $9 billion projection. This offers a modest but encouraging indicator for a company that has encountered skepticism about its long-term financial sustainability.

A Massive Funding Round Is Taking Shape

OpenAI is nearing completion of a funding round that may raise over $100 billion, with approximately 90% anticipated from strategic investors.

Nvidia is negotiating a potential investment of up to $30 billion in the round, with SoftBank and Amazon also participating as strategic investors.

The pre-money valuation for this round is approximately $730 billion, with the total company valuation potentially exceeding $850 billion once the funding is complete.

Established in 2015 as a nonprofit research organization, OpenAI gained widespread recognition following the 2022 launch of ChatGPT.

ChatGPT Growth and Product Updates

ChatGPT has exceeded 900 million weekly active users, rising from 800 million in October 2025.

After experiencing a growth deceleration last autumn that prompted OpenAI to issue a “code red” alert in December, the chatbot has since rebounded to achieve new peaks in both weekly and daily active users.

OpenAI’s coding assistant, Codex, has surpassed 1.5 million weekly active users, positioning it as a direct competitor to Anthropic’s Claude Code.

According to OpenAI CFO Sarah Friar, the company’s annualized revenue surpassed $20 billion in 2025, marking a significant increase from approximately $6 billion in the prior year.

During the latter half of 2025, OpenAI announced multiple multibillion-dollar infrastructure agreements with semiconductor manufacturers and cloud service providers, which underpin its revised 2030 expenditure strategy.