OpenAI will spend $278 billion more than it earns by 2030.
The Financial Times has seen an OpenAI company presentation, Reuters reported.
It puts the company's cash burn at $278 billion between 2026 and 2030.
The same presentation forecasts revenue rising from $36 billion this year to $350 billion in 2030, and cumulative revenue of $840 billion through the end of the decade. Computing power and infrastructure is the largest cost line, at about $856 billion by 2030.
OpenAI raised $122 billion in March at an $852 billion valuation. The FT reported the company is on track to exhaust that money by 2028, and has held talks with investors that could value it at about $1.2 trillion ahead of a possible listing. Reuters said OpenAI could not be reached for comment.
For anyone putting OpenAI into a five-year plan, the figure to read is not the burn itself. It is the $122 billion raised against a plan that runs to 2030, because the gap is closed by investors rather than by the product.
A financing risk becomes your risk through the contract, not the model. Which of your AI agreements sets out data export rights, price protection and termination assistance if your vendor's funding arrives late or on different terms?
Sources
Our file on OpenAI
- 3 Nov
Oracle NetSuite user Brennan Industries says AI builds up to five ERP apps a day. ERP architects maintain that code.
- 2 Nov
Cognizant assigned 25,000-plus staff to roll out OpenAI's AI for clients. It says companies lack builders, not AI models.
- 1 Nov
OpenAI cut its funding target by $10 billion. The round has not closed, so figures are subject to change.
- 30 Oct
OpenAI's Codex and Microsoft's VS Code are still unpatched, researchers say. They found security flaws in five AI coding tools.
- 27 Oct
Microsoft rushed out a .NET security fix on Sunday. Google's Brotli code was patched in February, but no one saw the danger.
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