OpenAI significantly lowered its spending target to $600 billion, with gross margin pressure sparking concerns about profitability.
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OpenAI is readjusting its expansion expectations, telling investors that its total compute spending target by 2030 is about $600 billion, a sharp reduction from CEO Sam Altman’s previously stated $1.4 trillion infrastructure commitment.
On February 20, CNBC reported, OpenAI expects total revenue to exceed $280 billion by 2030, a significant increase from $13.1 billion in 2025, with consumer and enterprise segments contributing about equally.
The report cited sources, revealing that the company is now providing investors with lower and clearer spending plans in response to doubts about its overly ambitious expansion goals.
According to The Information, OpenAI’s adjusted gross margin dropped to 33% in 2025, and the company still expects its cash flow to turn positive only by 2030.
Meanwhile, OpenAI is finalizing a large-scale financing round that may exceed $100 billion, with about 90% coming from strategic investors. CNBC confirmed that Nvidia is negotiating to invest up to $30 billion, and this round could value OpenAI at $730 billion pre-money.
User Growth and Competitive Pressure Coexist
ChatGPT currently supports more than 900 million weekly active users, up from 800 million last October.
Although user growth slowed last autumn, sources noted that both weekly and daily active users for the product have now rebounded to historic highs.
Facing competition from Google and Anthropic, OpenAI declared a “red alert” status in December last year, focusing on improving chatbot features.
The company’s programming product Codex has more than 1.5 million weekly active users, directly competing with Anthropic’s Claude Code, which gained a large number of users over the past year.
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