OpenAI forecasts $856B compute spend through 2030, negative free cash flow of $278B
PaulYacoubian · x · 2026-09-19
Cited OpenAI financial projections show the company expecting -$278B in free cash flow from 2026 to 2030, planning to spend $856B on compute and infrastructure through 2030, with revenue growing to $350B by 2030 — versus roughly $36B annually today.
Author Paul Yacoubian adds a real-world anecdote: on a flight yesterday, everyone not watching a movie was using ChatGPT to do work.
Related event: FT: OpenAI Projects $278B Cash Burn Through 2030(9 posts)→
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