OpenAI Sets $600B Spend Plan With $280B Revenue Target 2030

OpenAI is revising its infrastructure spending target to approximately $600 billion by 2030, down from the $1.4 trillion in commitments its chief executive announced months earlier. The updated figure is being shared with investors as a more defined plan, one designed to align spending more directly with projected revenue growth.

The company projects its total revenue will exceed $280 billion by 2030, with roughly equal contributions from its consumer and enterprise segments. OpenAI generated $13.1 billion in revenue in 2025, beating its own internal target of $10 billion. It also spent $8 billion that year, coming in below its $9 billion expenditure target. Chief Financial Officer Sarah Friar confirmed that the company’s annualized revenue surpassed $20 billion in 2025, a significant rise from approximately $6 billion the year before.

OpenAI is in the final stages of closing a new funding round expected to exceed $100 billion, with approximately 90 percent coming from strategic investors. Nvidia is in discussions to contribute up to $30 billion as part of this round. SoftBank and Amazon are also participating as strategic investors. The pre-money valuation tied to this round stands at $730 billion, while the overall valuation of the company, including the new capital, could surpass $850 billion.

The company was founded as a nonprofit research organization in 2015 and introduced ChatGPT to the public in 2022. The platform now counts more than 900 million weekly active users, up from 800 million in October 2025. OpenAI declared a code red in December 2025 to sharpen its focus on ChatGPT amid rising competition from Google and Anthropic. The chatbot experienced a slowdown in user growth during the fall of 2025 but has since returned to record highs in both weekly and daily active users.

OpenAI’s coding product Codex has reached more than 1.5 million weekly active users and competes directly with Anthropic’s Claude Code. OpenAI began testing targeted advertising within ChatGPT for certain users in early 2026, opening a potential new revenue stream beyond its subscription business. The company continues to invest heavily in chips, data centers, and talent as it works to scale its AI services for a growing global user base.