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OpenAI resets spending expectations, from $1.4T to $600B

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

cnbc.com

February 24, 2026

2 min read

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59/100

Summary

OpenAI is now targeting approximately $600 billion in total compute spending by 2030, a reduction from the previously mentioned $1.4 trillion. The company aims to provide a more defined timeline for its spending amid concerns about the sustainability of its expansion plans.

Key Takeaways

OpenAI is targeting approximately $600 billion in total compute spending by 2030, down from a previous estimate of $1.4 trillion.
The company projects total revenue of over $280 billion by 2030, with nearly equal contributions from consumer and enterprise sectors.
OpenAI generated $13.1 billion in revenue in 2025, exceeding its $10 billion target, while its spending was $8 billion, lower than the $9 billion target.
ChatGPT now supports over 900 million weekly active users, showing a recovery in growth after a dip in the fall.

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Community Sentiment

Mixed

Positives

OpenAI's projected revenue growth to over $280 billion by 2030 indicates strong market confidence in AI applications, potentially driving further investment in the sector.

Concerns

The drastic reduction in projected spending from $1.4 trillion to $600 billion raises concerns about OpenAI's commitment to its infrastructure and could destabilize partnerships.
The lack of a top-performing model in the competitive landscape suggests that OpenAI may be losing its edge, which could impact its market position and revenue potential.
Concerns about AI's potential to displace jobs without a clear economic model for sustaining consumer demand highlight significant ethical and practical implications for the industry.