Overview
- Altman outlined expectations for annual recurring revenue to exceed $20 billion by the end of 2025, with a goal of reaching hundreds of billions by 2030.
- Offering compute as a service would place OpenAI in direct competition with Amazon Web Services, Microsoft Azure, and Google Cloud.
- The investment plan and revenue targets were reported by Business Insider and echoed in Altman’s public post on X.
- Selling access to its infrastructure would provide a clearer path to recoup spending on AI chips, networking gear, and large data centers.
- Key details such as product design, rollout timing, financing structure, and partner roles have not been specified.