OpenAI is quietly preparing for a future that could reshape its financial landscape—and the numbers are staggering. According to a source familiar with the matter, the ChatGPT developer is targeting roughly $600 billion in total computing expenditures by 2030, laying the technological groundwork for an eventual IPO that could value the company at up to $1 trillion.
The ambitious spending plans come as OpenAI continues to outperform its own financial projections. In 2025, the company posted $13 billion in revenue—well above its $10 billion forecast—while keeping costs under control at $8 billion, below the $9 billion target.
Behind the scenes, major investment is already taking shape. Nvidia is finalizing a $30 billion stake in OpenAI as part of a broader fundraising round seeking more than $100 billion. That injection would value the Sam Altman-led company at approximately $830 billion, marking one of the largest private capital raises in history.
Looking ahead, OpenAI expects total revenue to surpass $280 billion by 2030, with consumer and enterprise units contributing nearly equally, according to a CNBC report.
Altman himself has previously signaled the scale of the company’s infrastructure ambitions. Last year, he outlined a plan to invest $1.4 trillion in developing 30 gigawatts of computing capacity—enough to power an estimated 25 million U.S. homes.
Still, the path to dominance comes with mounting costs. The Information reported that OpenAI’s inference expenses—the computing power required to run its AI models—quadrupled in 2025. That surge contributed to a dip in adjusted gross margin, which fell to 33 percent from 40 percent the previous year.
As OpenAI accelerates its spending and scales its operations, the message to investors and competitors alike is clear: the race to build the infrastructure of the future has only just begun.
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