Now aiming for around $600 billion by 2030, OpenAI has updated its compute investment plan – a sharp drop from Sam Altman’s previously stated $1.4 trillion goal. The change comes after conversations with investors, showing a pivot toward financial practicality. Instead of chasing massive scale, the company leans into funding growth through actual income.
Reports from CNBC highlight this move as part of a broader recalibration, grounded less in ambition, more in what earnings can support.
Now tying infrastructure spending straight to what it earns later. By 2030, OpenAI projects yearly income exceeding $280 billion close to half from things people buy, the remainder through business offerings. That growth follows a strong 2025: revenue hit $13.1 billion, surpassing the $10 billion goal, even as costs came in at $8 billion, just under forecasts.
OpenAI edges closer to sealing a deal worth well over $100 billion, driven largely by key backers. Behind the scenes, Nvidia might step in with as much as $30 billion on the table. Talks continue too with SoftBank and Amazon, both exploring possible stakes. The company’s worth could hit $730 billion even before any new money arrives.
Last week alone, more than nine hundred million people used ChatGPT, a sharp climb after months of sluggish momentum. With rivals like Google stepping up their game, OpenAI is moving faster, pushing updates just behind closed doors. Behind the scenes, teams are focused on upgrades while pressure mounts from rising challenges.
One feature pulling attention: Codex, now tapped by over one point five million each week. Not far behind, Claude Code from Anthropic matches pace, locking into similar ground. Focusing less on big expenses, OpenAI seems to aim for steady expansion without risking future funds. Still, the moves suggest a clearer eye on lasting health over rapid scaling.
