OpenAI to spend $856B on compute by 2030 for $840B revenue as Altman balks at IPO
ns123abc · x · 2026-09-19
Leaked projections suggest OpenAI plans to spend $856B on compute through 2030 to generate $840B in revenue, implying deep long-term losses.
- Sam Altman called going public an "ill-advised moment," citing AI safety, but skeptics read it as fear of how public markets would price a heavily lossmaking company.
- Meanwhile, Anthropic is rumored to IPO in November, a stark contrast in capital strategy.
The author mockingly highlights the tension between Altman asking for another $150B and deflecting on IPO timing.
Related event: FT: OpenAI Projects $278B Cash Burn Through 2030(9 posts)→
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