OpenAI setzt die Ausgabenerwartungen zurück und teilt den Anlegern mit, dass das Berechnungsziel bis 2030 bei rund 600 Milliarden US-Dollar liegt
https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html
22 Kommentare
Hello,
I am a mega moron who thinks this is just their spending from their revenue and not the spending of multiple companies, some of which are investors and others being lenders.
Does anyone have any questions for me about what I think this means for their business and the world writ large?
…am I understanding this article correctly?
So OpenAI is saying, „Remember just a few months ago when we said we would be spending $1.4 Trillion on AI projects by 2030? Yeah… so *actually* we will be cutting back on that number by over 50%. But don’t worry, because we expect our yearly revenue to increase by **over 2000%** in that same time period! Crazy gains, right? That’s why we’re investing less than half as much. Because our gains are going to be so high.“
?????
> OpenAI is projecting that its total revenue for 2030 will be more than $280 billion, with nearly equal contributions from its consumer and enterprise businesses
I truly do not know where the money for this revenue target is going to come from.
If companies spend more on AI, more people lose their jobs.
If more people lose their jobs, consumer spending goes down.
If consumer spending goes down, enterpise revenue and spending goes down.
It’s a toilet, we live in a toilet.
Did AI generate these numbers? 😂
$13.1B in revenue last year. Projection of $280B in 2030. So, basically planning to double revenue annually. That seems pretty optimistic.
What about the infrastructure costs?
Are we there yet, Sam?
Are we there yet, Sam?
Are we there yet, Sam?
Are we there yet, Sam?
Are we there yet, Sam?
Are we there yet, Sam?
Are we there yet, Sam?
Everybody in the finance community was already underwriting only c. Half of what OpenAI announced so it’s pretty much in line with
So is this the collapse of the circular financing.? All the valuations based on trillions getting spent now reduced immensely.??
Where are they getting this much money to begin with?
Vibe projections made off of hype.
I used to be skeptical of ai but after using it to build software, websites, and other automation tools it’s really incredible how relatively easily you can turn a prompt into something useful.
I honestly don’t know what’s the MVP with open ai except it’s researchers. Other companies who don’t have that good of researchers have a good full stack solution. Aws has well it’s own cloud infra + chips + people. So does Google with gcp. Nvidia is catching up. But open ai , I honestly am not sure of.
On the other hand, there could be the same argument with Anthropic, but it’s much more conservative than open ai with spending and claims + their LLM is much better.
So open ai would only sustain with „donations“ imho.
At this point they are openly bullshitting investors and they are just lapping it up.
“Next year, trust me bro”
Can we clip some coupons? Get a bulk rate or something?
OpenAI thought they were the main character and that they would solely own the secret sauce. They were desperate for a most. Maybe in a hypothetical world where there was zero competition these numbers could’ve been achievable. Well reality caught up with them, and it turns out they weren’t the only people to figure out how LLMs worked.
That’s retarted.
Half the spending means more compute availability for consumers, right?
Gemini is gonna eat their lunch.
The crash is going to destroy a huge chunk of the economy.
What a mess really.