Web desk: OpenAI is preparing for an unprecedented expansion in artificial intelligence infrastructure, targeting roughly $600 billion in total computing expenditure by 2030, a source familiar with the matter said Friday. The aggressive investment strategy underscores the ChatGPT maker’s long-term ambitions as it lays the foundation for a potential initial public offering that could value the company at up to $1 trillion.
OpenAI generated $13 billion in revenue in 2025, surpassing its earlier $10 billion forecast. At the same time, the company held spending to $8 billion, below its $9 billion target for the year.
The stronger than expected financial performance bolsters its case for public markets, as investors increasingly view the company as a dominant force in generative AI across both consumer and enterprise segments.
The expansion push comes as chipmaker Nvidia (NVDA.O) nears completion of a $30 billion investment in OpenAI, part of a broader fundraising round in which the startup is seeking to raise more than $100 billion.
If finalized, the deal would value the Sam Altman led company at approximately $830 billion, marking one of the largest private capital raises in history. Microsoft (MSFT.O) a major backer of OpenAI, remains a key strategic partner.
Looking ahead, OpenAI projects total revenue of more than $280 billion by 2030, split almost evenly between consumer products and enterprise services.
Chief Executive Sam Altman said last year that the company is committed to spending as much as $1.4 trillion to build out 30 gigawatts of computing power capacity comparable to the electricity consumption of roughly 25 million U.S. homes. The scale of the investment reflects the immense energy and infrastructure demands of advanced AI systems.
However, surging operational costs present challenges. The Information reported that expenses tied to running AI models known as inference quadrupled in 2025. As a result, OpenAI’s adjusted gross margin declined to 33% from 40% in 2024.
The rising costs highlight the capital intensive nature of scaling frontier AI models, even as revenue accelerates. Investors are closely watching whether OpenAI can balance rapid expansion with sustainable profitability as it advances toward a potential blockbuster IPO.
