OpenAI Adjusts Strategy: 2030 Computing Power Expenditure Goal Reduced to 600 Billion, Promotes 100 Billion Financing

According to overseas media reports, leading artificial intelligence company OpenAI recently disclosed to investors that there has been a major adjustment to its 2030 infrastructure investment plan. The original $1.4 trillion expenditure target has been reduced to $600 billion. This adjustment is seen as a direct response to market skepticism—earlier analyses pointed out that the company’s aggressive expansion plans risk being disconnected from its actual business growth potential.

According to the latest disclosed financial roadmap, OpenAI will closely tie its spending pace to revenue expectations. The company projects that by 2030, annual revenue will surpass $280 billion, with consumer subscription services and enterprise solutions each contributing half. This balanced revenue structure contrasts sharply with its previous over-reliance on the consumer market.

In the financing sector, OpenAI is advancing a new funding round exceeding $100 billion, with strategic investors expected to account for 90% of the funding. Notably, chip giant NVIDIA has entered deep negotiations to acquire up to $30 billion in equity. If the deal is successfully completed, the company’s pre-money valuation could reach $730 billion, representing exponential growth from current levels.

Latest financial data shows that OpenAI achieved $13.1 billion in revenue in 2024, surpassing the original $10 billion target. Even more impressive is its cost control—annual capital expenditure was approximately $8 billion, significantly lower than the previous estimate of $9 billion. This optimization of income and expenditure provides critical financial support for ongoing expansion.