OpenAI ARR may already be in the tens of billions, making a $500B plan easier to swallow
firstadopter · x · 2026-07-27
OpenAI revenue could already be in the tens of billions, making a $250B–$500B spend look smaller
The reply argues that OpenAI’s ARR is likely already in the several tens of billions and could rise to hundreds of billions over the next few years.
On that basis, the author says a $250 billion or even $500 billion commitment spread across 5–10 years may be less risky than it first sounds, because it works out to roughly $25–$50 billion per year.
The same post also frames Nvidia as the dominant player in the business race, saying that if you are competing against Jensen Huang, “good luck,” and references a WSJ report about Nvidia being in talks, suggesting the backdrop is a major AI infrastructure and market-power story.
Related event: Nvidia in Talks to Provide $250B Guarantee for OpenAI Ohio Data Center(19 posts)→
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