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OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin.Florian Gaertner | Photothek | Getty ImagesOpenAI is telling investors that it's now targeting roughly $600 billion in total compute spend by 2030, months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments. The artificial intelligence company is providing a lower number and more defined timeline for its planned spending, sources told CNBC, as broader concerns mounted that expansion ambitions were too great f...

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