OpenAI Slashes Infrastructure Spending Target to $600B While Finalizing $100B+ Funding Round at $730B Valuation

OpenAI slashes its infrastructure spending target to $600B by 2030—down from $1.4T—while finalizing a massive $100B+ funding round at a $730B valuation, with Nvidia potentially investing $30B alongside SoftBank and Amazon, as the AI giant projects $280B in revenue by 2030.

• OpenAI is revising its compute spending target down to approximately $600 billion by 2030, a significant reduction from the previously touted $1.4 trillion in infrastructure commitments, as concerns grow over whether revenue can keep pace with costs.
• OpenAI is projecting over $280 billion in total revenue by 2030, with nearly equal contributions from consumer and enterprise businesses, after generating $13.1 billion in revenue in 2025 and burning through $8 billion.
• A massive funding round potentially exceeding $100 billion is being finalized, with Nvidia in discussions to invest up to $30 billion, alongside strategic investors SoftBank and Amazon, valuing OpenAI at a $730 billion pre-money valuation.