OpenAI plans to invest approximately $600 billion in computing infrastructure through 2030, according to sources familiar with the matter, as the artificial intelligence pioneer positions itself for a potential initial public offering that could value the company at up to $1 trillion. This ambitious roadmap follows the company's strong 2025 performance, where it reported $13 billion in revenue – surpassing its $10 billion target – while maintaining operational discipline with $8 billion in annual spending.
The development coincides with Nvidia's pending $30 billion investment in OpenAI as part of a broader funding round aiming to raise over $100 billion. If finalized, this would value the Sam Altman-led firm at approximately $830 billion, marking one of history's largest private capital raises.
Financial projections suggest OpenAI could generate more than $280 billion in total revenue by 2030, with enterprise and consumer divisions contributing nearly equal shares. The company's long-term vision includes developing 30 gigawatts of computing capacity – equivalent to powering 25 million U.S. households – through a planned $1.4 trillion expenditure announced last year.
However, operational challenges persist. The cost of running AI models quadrupled in 2025, reducing adjusted gross margins to 33% from 40% the previous year. These developments highlight both the scale of opportunity and technical hurdles in commercializing advanced AI systems at global scale.
