Monday, December 1, 2025

HSBC Shares ChatGPT Forecast that Left Sam Altman Frustrated: “Enough Already!”

OpenAI CEO Sam Altman recently expressed frustration over concerns about the company’s significant spending to operate ChatGPT, answering simply, “Enough.” In a podcast discussion, he defended the company’s financial strategy amidst skepticism from investors like Brad Gerstner. Investment bank HSBC forecasts that OpenAI will fail to turn a profit by 2030, requiring at least $207 billion in additional computing power to sustain growth. Despite this, HSBC acknowledges OpenAI’s potential, estimating a user base expansion to 44% of adults but warns of a negative cash flow of $792 billion in operational costs from 2025 to 2030. The bank notes OpenAI’s total commitments could reach $1.4 trillion by 2033, alongside a hefty $620 billion data center rental expense. While projected revenues might exceed $213 billion by 2030, HSBC indicates that without new capital, OpenAI’s financial challenges will persist, making future debt acquisition difficult under current market conditions.

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