OpenAI's "Next Five-Year Plan": New Revenue, New Financing, New Hardware to Support Trillion-Dollar Compute Spending Commitment?

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OpenAI is formulating an ambitious five-year plan aimed at fulfilling its commitment of over $1 trillion in spending through diversified revenue streams, innovative financing, and hardware strategies.

According to reports citing informed sources, OpenAI is accelerating the expansion of its revenue sources in an effort to reduce reliance on a single product. In the enterprise and government markets, OpenAI is developing customized AI solutions and pushing forward the commercialization of new products such as the Sora video generation service and AI agents. The company also plans to collaborate with former Apple designer Jony Ive to launch AI-powered personal assistant hardware, further expanding into the consumer market.

OpenAI’s annual recurring revenue is about $13 billion, with 70% coming from ChatGPT consumer subscriptions. Despite significant year-on-year revenue growth, the company's operating loss in the first half of this year still reached $8 billion. OpenAI executives stated that they will aim to achieve business growth and financial balance in the future by increasing paid users, launching new products, and using innovative financing models.

ChatGPT currently has over 800 million active users, but only 5% are paid subscribers. The company plans to double this percentage and has already launched low-price subscriptions in India, with future expansion planned for markets like the Philippines and Brazil.

In addition, OpenAI plans to earn commissions through ChatGPT’s shopping feature and is considering introducing advertisements into its AI products. Altman recently stated he favors adopting Instagram’s personalized advertising model, but will move forward “very cautiously.”

OpenAI has committed to purchasing over 26 gigawatts of computing power in the next ten years, mainly from Oracle, NVIDIA, AMD, and Broadcom.

Analysts pointed out that 20 gigawatts of computing power demand is equivalent to the supply capability of 20 nuclear power plants, raising doubts about whether a single enterprise can absorb such a massive demand. Company executives expect computing power costs will drop significantly as supplier competition increases and technology advances.

To support large-scale infrastructure investments, OpenAI is exploring “creative” debt financing solutions. By signing installment procurement agreements with partners such as Oracle, the company uses partners’ balance sheets to share the upfront cost pressure, thus buying time for its own business growth. Executives indicated that this strategy helps OpenAI continuously obtain needed funds during the unprofitable stage.

OpenAI is also attempting to stimulate the emerging chip financing market by signing long-term procurement contracts with chip suppliers including NVIDIA and AMD.

Although some transactions are criticized as "circular"—for example, OpenAI uses NVIDIA investment to purchase its chips—executives believe this helps the company get debt financing that non-investment grade companies usually cannot obtain. Insiders emphasized that the current financing strategy is based on technical, product, and business visibility, rather than blind expansion.

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