Rohan Paul(@rohanpaul_ai):FT just reported, OpenAI expects its spending to far exceed revenue, even as revenue is forecast to rise 10x from $36B this year to $350B in 2030. Overall, across 2026-2030 it expects about $840B of total revenue against $856B of compute spending and $278B of cumulative cash burn.

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Rohan Paul@rohanpaul_ai

2026.09.18 23:47

FT just reported, OpenAI expects its spending to far exceed revenue, even as revenue is forecast to rise 10x from $36B this year to $350B in 2030. Overall, across 2026-2030 it expects about $840B of total revenue against $856B of compute spending and $278B of cumulative cash burn.