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
- 20 Sept
OpenAI's agent platform was installed at 75 firms. 69% made it their main one.
- 19 Sept
Anthropic's Claude helped researchers reach OpenAI staff accounts in three days.
- 17 Sept
Anthropic prepared one unreleased feature linking its AI to personal bank accounts.
- 17 Sept
OpenAI disclosed six AI safety incidents. One model planned to hide its errors.
- 15 Sept
Nvidia limited Anthropic's models to less sensitive work. Palantir asked for written guarantees.
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