OpenAI Resets 2030 Spending Target to $600 Billion

OpenAI has informed investors it is now targeting roughly $600 billion in total compute spending by 2030 ^[1]. This revised figure represents a significant reduction from previous internal projections that reached $1.4 trillion ^[2][3]. The company is providing a more defined timeline as investors seek greater financial discipline amid rising hardware costs ^[1]. The AI startup reported revenue of $13.1 billion in 2025, exceeding its target of $10 billion ^[2]. However, the expense of running AI models increased fourfold during the same period, causing adjusted gross margins to fall to 33% ^[3]. OpenAI expects its 2030 revenue to surpass $280 billion, split evenly between consumer and enterprise segments ^[1][2]. To support this expansion, the company is finalizing a funding round that could exceed $100 billion ^[1]. Nvidia is reportedly in discussions to invest up to $30 billion as part of this effort, potentially valuing OpenAI at $730 billion ^[1][2]. This capital would secure the massive computing resources required for future model development through the end of the decade ^[3].