OpenAI is set to invest an additional $100 billion in reserve servers over the next five years, as reported by The Information. By 2030, total expenditures on rented server capacity are projected to reach approximately $350 billion. CFO Sarah Friar highlighted at a Goldman Sachs conference that the company often delays product launches and feature releases due to significant compute limitations. The upcoming servers aim to ensure stability during usage spikes and facilitate future model training. OpenAI’s annual server spending is anticipated to be around $85 billion, which is nearly half of the total earnings of tech giants like Amazon, Microsoft, Google, and Oracle in 2024. This substantial investment raises the expected cash outflow through 2029 to $115 billion, reflecting OpenAI’s commitment to enhancing infrastructure to meet growing demand in AI development and deployment.
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