OpenAI is preparing for an ambitious expansion, targeting roughly $600 billion in total compute spending through 2030, according to a source familiar with the matter. The move comes as the ChatGPT creator lays the groundwork for an initial public offering that could value the company at up to $1 trillion. In 2025, OpenAI reported $13 billion in revenue, surpassing its $10 billion forecast, while spending $8 billion—below its $9 billion target.
The company is attracting major private investment, with Nvidia close to finalizing a $30 billion stake in a fundraising round expected to exceed $100 billion. This investment, combined with backing from Microsoft, would value the Sam Altman-led startup at approximately $830 billion, positioning it as one of the largest private capital raises ever. OpenAI anticipates total revenue exceeding $280 billion by 2030, split almost evenly between consumer and enterprise operations.
Altman previously outlined plans to invest $1.4 trillion in developing 30 gigawatts of computing power, enough to supply roughly 25 million U.S. homes. However, operational costs are rising rapidly: expenses related to running AI models, known as inference costs, quadrupled in 2025, causing adjusted gross margins to fall to 33% from 40% in 2024. The figures highlight both the massive scale of OpenAI’s ambitions and the financial pressures of sustaining next-generation AI infrastructure.
As the company ramps up spending and prepares for its potential IPO, OpenAI is positioning itself at the center of a rapidly growing AI economy, attracting unprecedented capital while reshaping expectations for both private technology firms and the broader computing sector.
