OpenAI projects $280B revenue by 2030, plans $600B in infrastructure spending

OpenAI told investors it expects revenue to exceed $280B by 2030, up from $20B annualized in 2025. The company also reset its infrastructure spending target to roughly $600B by 2030, a figure it shared as it nears finalizing a $100B+ funding round that could value it at $850B. The projections reflect OpenAI's aggressive push into subscriptions, enterprise AI, and advertising. The infrastructure figure signals how capital-intensive the AI race remains, with most of the new funding earmarked for Nvidia chips and data centers.

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