OpenAI Raises AI Infrastructure Budget to $750 Billion
OpenAI is accelerating its infrastructure buildout to secure the computing capacity needed for training advanced AI models and serving a growing base of users and businesses. Data centers, specialized chips and reliable power supplies have become strategic constraints across the industry. The scale of the company’s plan through 2030 underscores how competition in generative AI increasingly depends on access to capital, energy, land and large-scale computing systems.
OpenAI has raised its projected AI infrastructure spending through 2030 to $750 billion, about 25% above its previous estimate. The initial projects include a planned $20 billion investment in Georgia for Project Camellia, a large data-center campus intended to expand the company’s computing and service capacity. The revised budget signals a sharp increase in OpenAI’s long-term capital requirements as it builds the physical infrastructure supporting its models and products.
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The history behind this eventOpenAI Raises Record $122 Billion at $852 Billion Valuation
OpenAI’s capital needs have surged as it has continued investing in large models, AI chips and data centers since launching ChatGPT in November 2022. The SoftBank-led financing set records for a single funding round in Silicon Valley and the AI industry. It also reflects OpenAI’s push into the enterprise market and preparations for a potential IPO.
OpenAI announced in July 2026 that it had completed a $122 billion funding round at a post-money valuation of $852 billion, while monthly revenue had surpassed $2 billion. The proceeds will fund chips, data centers and model development. Some employees will also be able to sell shares through the transaction, and OpenAI tapped retail investors through bank distribution channels for the first time.
OpenAI Compute Spending Could Hit $600 Billion in 2030 as Revenue Target Tops $280 Billion
OpenAI is driving revenue growth through ChatGPT and enterprise AI services while signing major infrastructure agreements with chipmakers and cloud providers. Because generative AI training and inference rely heavily on computing power, the company’s cost and revenue forecasts through 2030 will directly affect its profit outlook, valuation and the scale of global data-center investment.
OpenAI recently told investors that annual compute spending could approach $600 billion in 2030, while total annual revenue is projected to exceed $280 billion, including a $100 billion advertising revenue target. To fund its chip and cloud-infrastructure commitments, the company is planning a new financing round of as much as $100 billion.
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