tech

February 21, 2026

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

TL;DR

  • OpenAI has revised its target for total compute spend by 2030 to roughly $600 billion.
  • The company projects its total revenue for 2030 to exceed $280 billion.
  • OpenAI is finalizing a funding round potentially worth over $100 billion, with Nvidia discussing a $30 billion investment.
  • ChatGPT has over 900 million weekly active users, and its coding product Codex has surpassed 1.5 million weekly active users.
  • OpenAI generated $13.1 billion in revenue in 2025, exceeding its target, and spent $8 billion, below its target.

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