OpenAI resets spending expectations, from $1.4T to $600B
cnbc.com
February 24, 2026
2 min read
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.
Community Sentiment
MixedPositives
- 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.
Source
cnbc.com
Published
February 24, 2026
Reading Time
2 minutes
Relevance Score
59/100
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