A major AI company is putting the brakes on its ambitious spending plans. According to the latest reports, OpenAI has significantly reduced its computing infrastructure expenditure target to $600 billion, a sharp decrease from its previously announced commitment of $1.4 trillion.

Furthermore, data shows that OpenAI's revenue for 2025 reached $13.1 billion. The company now projects that its total revenue by 2030 will exceed $280 billion.

OpenAI Cuts Computing Power Spending Goal As reported by CNBC, several months ago, OpenAI's founder and CEO Sam Altman had touted a massive $1.4 trillion infrastructure investment pledge. Now, OpenAI is informing investors that its total computing investment target for 2030 is approximately $600 billion.

Sources indicate that, amid widespread external concerns that its expansion ambitions far outstripped potential revenue, the AI giant is presenting a lower figure and a clearer spending timeline. These anonymous sources stated that OpenAI expects its total 2030 revenue to surpass $280 billion, with nearly equal contributions from consumer and enterprise businesses. They mentioned that the company's proposed spending plan is designed to be more directly linked to its anticipated revenue growth.

According to the sources, OpenAI generated $13.1 billion in revenue in 2025, exceeding its target of $10 billion. Full-year cash consumption was $8 billion, lower than the expected $9 billion. OpenAI has now set its 2030 revenue target at approximately $280 billion. However, a report from The Information notes that OpenAI's adjusted gross margin had fallen to 33% in 2025, and the company still expects its cash flow to turn positive only by 2030.

Founded in 2015, OpenAI started as a non-profit research lab and rapidly entered the mainstream following the launch of its chatbot, ChatGPT, in 2022. Sources revealed that ChatGPT now boasts over 900 million weekly active users, up from 800 million in October.

Facing challenges from competitors like Google and Anthropic, OpenAI announced it was entering a "red alert" state in December, focusing on improving ChatGPT. Growth for ChatGPT had slowed last autumn, but both weekly and daily active user numbers have since recovered to record highs.

It was also disclosed that OpenAI's programming product, Codex, has surpassed 1.5 million weekly active users, directly competing with Anthropic's Claude Code, which has gained significant users over the past year.

Nearing Finalization of $100 Billion Funding Round OpenAI is close to finalizing a massive funding round that could total over $100 billion. Approximately 90% of this is expected to come from strategic investors, including NVIDIA, SoftBank Group, and Amazon. This deal could value OpenAI overall at more than $850 billion.

Reportedly, OpenAI plans to allocate a significant portion of the new funds towards purchasing computing-related hardware, including chip products from NVIDIA, for data centers and infrastructure development.

According to foreign media reports, as part of OpenAI's long-planned funding round, NVIDIA is investing close to $30 billion in OpenAI. This investment is said to effectively replace a previously planned $100 billion investment cooperation agreement between the two companies.

Last September, NVIDIA and OpenAI announced a multi-year cooperation framework valued at $100 billion. This framework, outlined in a "letter of intent," initially involved NVIDIA making ten investments of $10 billion each over several years as OpenAI's computing needs grew, in exchange for significant equity. OpenAI, in turn, planned to purchase millions of NVIDIA AI processors to support new computing deployments of up to 10 gigawatts. This non-binding agreement deeply linked the two companies at the forefront of the AI industry and helped push NVIDIA's market capitalization above $5 trillion weeks later.

That agreement also ushered in a period of intensive deal-making for the AI startup led by Sam Altman. It forged complex cooperation agreements not only with rival chipmakers like Advanced Micro Devices (AMD) and Broadcom but also established partnerships with cloud service providers like Oracle.

While these agreements were initially well-received by stock market investors, the series of intertwined relationships between suppliers, customers, and investors within the AI field has raised concerns among some analysts. They worry about circular structures and the potential for a growing bubble in the industry.

The $100 billion cooperation framework between NVIDIA and OpenAI remained at the memorandum of understanding stage and was never formally implemented. Reports in January suggested the agreement had been "shelved," and it will now be replaced by a more direct arrangement: an investment of up to $30 billion from NVIDIA in exchange for equity in OpenAI.

In a separate development, foreign media reported on Friday, citing informed sources, that OpenAI has assembled a team of over 200 people to develop a range of AI hardware devices. These reportedly include a smart speaker and potentially smart glasses and smart lights.

Citing two sources, the report stated that the smart speaker, expected to be OpenAI's first released device, will likely be priced between $200 and $300. It is reportedly not slated for release until February 2027 at the earliest and will feature a camera to gather information about the user and their surroundings. The report also suggested that smart glasses might not be ready for mass production until 2028.

OpenAI previously entered the hardware sector by acquiring io Products, a startup founded by former Apple designer Jonathan Ive, for $6.5 billion. This move aims to capture growing market demand for physical AI and augmented reality devices.

Meta's Ray-Ban Meta smart glasses have already seen considerable success, allowing users to record video, take photos, and play content through a miniature camera. Reports also indicate that Apple and Google are developing their own smart glasses.