OpenAI projects rapid revenue growth over the coming years, with estimates exceeding $280 billion by 2030.
The forecast reflects strong subscription sales to both consumers and businesses for its AI software.
The Company recently began testing advertising with select users, adding a new potential revenue stream.
OpenAI is targeting $280 billion in revenue by 2030 through AI subscriptions and enterprise services. [Yahoo Finance]
OpenAI’s chief financial officer reported annualised revenue surpassed $20 billion in 2025.
This follows a significant increase from roughly $6 billion in 2024.
The Company continues expanding its user base to sustain long-term growth and operational costs.
Strong Subscription Growth Drives Forecast
OpenAI’s subscription model covers multiple products, including AI software for enterprises and individual users.
The model accounts for a major portion of projected revenue in the coming decade.
Sales momentum remains high as more organisations integrate AI tools into daily operations.
Advertising tests are supplementing subscription revenue and aim to capture additional market segments.
Targeted advertising remains in trial stages and is not yet broadly available to all users.
The Company sees potential for future monetisation through this strategy alongside subscriptions.
AI Infrastructure Spending Plans Updated
OpenAI previously committed to more than $1.4 trillion in AI infrastructure investment.
The Company now plans to spend approximately $600 billion by 2030, reflecting a more defined timeline.
This includes expenditure on data centres, chips, and personnel necessary for AI development.
OpenAI plans to spend approximately $600 billion on AI infrastructure by 2030. [Istock]
The updated spending plan aligns infrastructure investment more closely with anticipated revenue growth.
It covers cloud partnerships, on-premises systems, and hardware expansion for AI operations.
Executives have communicated the revised plan to investors to highlight resource allocation efficiency.
Funding Round to Secure Over $100 Billion
OpenAI is finalising the first phase of a funding round expected to raise more than $100 billion.
Strategic investors such as Nvidia, SoftBank, and Amazon are participating in the round.
The overall valuation could surpass $850 billion, including projected funding inflows.
Nvidia discussions may see up to $30 billion invested in the Company, enhancing strategic ties.
Most of the funding is expected from strategic partners to support infrastructure and AI scaling.
The round aims to secure resources for technology expansion and product development.
Revenue Composition Across Segments
OpenAI expects nearly equal revenue contributions from consumer and enterprise business units.
Consumer subscriptions include access to AI chatbots and creative tools for personal use.
Enterprise offerings provide customised AI services and integration support for businesses.
OpenAI’s revenue surged from $6 billion in 2024 to over $20 billion in 2025, with projections reaching $280 billion by 2030. [Reddit]
The Company generated $13.1 billion in 2025, exceeding the $10 billion target for that year.
Operating losses amounted to $8 billion, lower than the $9 billion originally projected.
These results demonstrate improved efficiency in operations and cost management.
Popularity of ChatGPT and Codex Products
ChatGPT now supports over 900 million weekly active users worldwide.
This figure increased from 800 million in October of the previous year.
User engagement recovered to record highs after a temporary slowdown in the second half of 2025.
The Codex coding platform reached more than 1.5 million weekly active users.
Codex provides AI-assisted programming and competes with other generative coding tools.
Both platforms drive subscription revenue and strengthen OpenAI’s market position in software services.
Operational Adjustments and Competition
OpenAI declared a “code red” initiative to improve ChatGPT’s performance amid rising competition.
The initiative addressed temporary dips in growth and enhanced system reliability for users.
Investments focused on software updates and infrastructure improvements to maintain service quality.
The Company faces ongoing pressure to balance rapid growth with substantial compute and talent costs.
Investments in chips, cloud, and personnel are critical to maintaining performance and user experience.
Financial planning links expenditure directly to projected revenue growth and product adoption.
Also Read: NASA Artemis II: Crewed Lunar Mission Update
Strategic Outlook and Long-Term Plans
OpenAI’s strategy emphasises scaling AI services while aligning spending with realistic revenue expectations.
The revised $600 billion infrastructure plan guides development through 2030 and supports growth targets.
Investment in subscriptions, advertising, and enterprise services remains central to revenue expansion.
Funding secured from strategic investors provides additional capital to meet technology and operational goals.
The Company continues to expand AI capabilities and increase adoption in both consumer and business markets.
Long-term objectives include sustaining profitability and maintaining leadership in artificial intelligence software globally.
FAQs
- What revenue does OpenAI project by 2030?
OpenAI projects its revenue will exceed $280 billion by 2030, driven by strong growth in AI subscriptions and advertising experiments. - What was OpenAI’s annual revenue in 2025?
In 2025, OpenAI’s annualised revenue surpassed $20 billion, a significant increase from around $6 billion in 2024. - What revenue sources contribute to OpenAI’s financial growth?
Revenue comes from AI software subscriptions, enterprise services, and recently introduced advertising, providing additional income streams. - How much infrastructure spending does OpenAI plan through 2030?
The Company plans to spend approximately $600 billion on computing infrastructure by 2030 to support its AI expansion. - Is OpenAI planning a major funding round?
OpenAI is finalising a funding round expected to raise over $100 billion, potentially valuing the Company above $850 billion. - Will OpenAI balance revenue with infrastructure costs?
The revenue forecast aligns with infrastructure spending plans, reduced from $1.4 trillion to about $600 billion for better financial sustainability. - How equal are consumer and enterprise contributions to OpenAI’s revenue?
By 2030, revenue is expected to come from both consumer subscriptions and enterprise services in roughly equal proportions.
