Particle.news
Download on the App Store
5 ARTICLES
·
last wk.

OpenAI Posts $4.3 Billion First‑Half Revenue as Costs Surge, Nvidia Commits Up to $100 Billion

Fresh disclosures underscore heavy spending that pressures cash during a capital‑intensive scale‑up.

OpenAI logo is seen in this illustration taken February 16, 2025. REUTERS/Dado Ruvic/Illustration
Image

Overview

  • Shareholder disclosures reported by The Information show about $4.3 billion in H1 2025 revenue, roughly 16% more than all of last year, with Reuters noting it could not immediately verify the figures and OpenAI not commenting.
  • Research and development totaled about $6.7 billion in the first half, contributing to an estimated $2.5 billion cash burn largely tied to AI development and running ChatGPT.
  • OpenAI ended the period with roughly $17.5 billion in cash and securities and is targeting about $13 billion in 2025 revenue with a full‑year cash‑burn goal near $8.5–$8.7 billion.
  • Nvidia said it will invest up to $100 billion in OpenAI and supply data‑center chips, formalizing a deepening infrastructure partnership.
  • Reporting points to early‑stage talks on an employee stock sale that could value OpenAI around $500 billion, while NDTV relayed unconfirmed estimates of potential access to 4–5 million Nvidia GPUs and characterized shifting partner dynamics with Microsoft.