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Monday, October 12, 2026Sources checked

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OpenAI projections point to a massive $278 billion cash burn through 2030 that exceeds the national budgets of Indonesia and Norway

By Anton Shilov, Tom's Hardware

OpenAI projections point to a massive $278 billion cash burn through 2030 that exceeds the national budgets of Indonesia and Norway

Picture: Tom's Hardware

OpenAI expects to spend $278 billion more money than it generates between 2026 and 2030 due to aggressive spending on compute capacity and adjacent infrastructure, according to a recent presentation seen by the Financial Times. While the company projects nearly 10X revenue growth over the four-year period, the AI developer expects its spending on production capacity and supporting infrastructure to exceed its earnings by over a quarter of a trillion dollars. Go deeper with TH Premium: AI shortages AI data centers are swallowing the world's memory and storage supply Demand for data center CPUs has surged, and AI agents are responsible Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis The custom AI ASIC state of play OpenAI expects its revenue to increase from $36 billion in…

This report was first published by Tom's Hardware. What you see here is a brief excerpt. The full text is theirs.

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