OpenAI Deck Forecasts $856B Compute Spend by 2030, Matched by $840B Revenue
morqon · x · 2026-09-19
A new OpenAI investor presentation forecasts the company will spend $856 billion on compute and infrastructure by the end of 2030 — by far its largest single expense — matched by a projected $840 billion in revenue.
The previously undisclosed figures show the scale of OpenAI's infrastructure bet, with revenue expected to roughly keep pace with its massive compute outlays.
More from Venture
- Dev's AI agents auto-submit his product to directories, 4 confirmed in 16hrs — pramodk73 · 2026-11-04
- Reddit case study: agent discovery optimization brought $14k MRR in a month — tomarv99 · 2026-11-04
- Indie dev hits $25k MRR in one year after 7 years of failures — rudrank · 2026-11-04
- Chinese AI stocks MiniMax and Zhipu pump 15% in an hour — menhguin · 2026-11-04
- The agent-tool gold rush: sell traces to labs once, sell failed trajectories as RL envs twice — himanshustwts · 2026-11-04
- Eric Schmidt: Found an agentic AI company to get rich — the window lasts only 1-2 years — blaizedsouza · 2026-11-04