OpenAI Slashes Compute Spending Target to $600B by 2030
OpenAI now projects $600B in compute spend by 2030 — less than half of Altman's earlier $1.4T infrastructure boast.
OpenAI is quietly walking back the big numbers. The company is now telling investors it's targeting roughly $600 billion in total compute spending by 2030. That's a significant downshift from the $1.4 trillion in infrastructure commitments CEO Sam Altman was trumpeting just months ago.
The gap between those two figures is staggering — $800 billion worth of staggering, to be precise. Whether this reflects a more realistic internal forecast or shifting priorities remains unclear from the available details.
What is clear: OpenAI is recalibrating expectations with the people writing the checks. A $600 billion compute target is still an absolutely massive number by any standard. But it's not $1.4 trillion. And investors tend to notice when projections get cut by more than half.