OpenAI is adjusting its investment strategy, now forecasting a $600 billion expenditure on computing infrastructure by 2030. This revised outlook signals a more conservative approach, reacting to investor concerns that growth could outpace revenues. OpenAI projects its annual revenue will exceed $280 billion by 2030, with consumer and enterprise products expected to contribute equally to this target. The company’s new spending plan aims to align operational costs with anticipated financial growth, rather than leaving infrastructure investments open-ended. Following significant partnerships with major chip and cloud providers, OpenAI is finalizing a funding round that could exceed $100 billion, attracting investors like NVIDIA, SoftBank, and Amazon. In 2025, OpenAI reported a revenue of $13.1 billion, exceeding expectations. As competition increases, OpenAI is focusing on enhancing core products like its coding tool, Codex, which now has 1.5 million weekly active users. The structured funding strategy indicates a commitment to financial stability and sustainable growth.
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