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>>OpenAI revises its spending plan, lowering the 2030 compute budget target to $600 billion.

OpenAI revises its spending plan, lowering the 2030 compute budget target to $600 billion.

crypthub

about 15 hours ago

Spending Plan and Revenue Outlook

OpenAI revised its 2030 compute spending target from $1.4 trillion to $600 billion, aligning with projected $280 billion in revenue. The adjustment reflects concerns over aggressive expansion relative to revenue expectations. Consumer and enterprise segments are expected to contribute nearly equally to revenue growth. The revised plan ties directly to OpenAI’s updated financial forecasts.

Nvidia Investment and Infrastructure Agreements

Nvidia is in talks to invest up to $30 billion in OpenAI, separate from a $100 billion infrastructure deal. The $30 billion investment is not tied to deployment milestones, unlike the September agreement linked to supercomputing facility completions. Nvidia could still participate in future funding rounds aligned with the earlier framework.

OpenAI’s Financials and Market Context

OpenAI reported $13.1 billion in 2025 revenue, exceeding its $10 billion target, while burning $8 billion, below its $9 billion spending goal. Nvidia faces investor scrutiny over AI spending returns, with its stock stagnating in 2026. The company remains the world’s largest by market cap, but concerns persist about AI disrupting traditional business models.