Overview
- Altman said in an X post that OpenAI is looking at selling compute directly to companies and individuals, expressing confidence that the world will need substantial AI cloud capacity.
- IT Home, citing Business Insider, reports OpenAI plans roughly $1.4 trillion of data-center investment over the next eight years to support growth.
- OpenAI expects ARR to exceed $20 billion by the end of 2025 and is targeting revenues in the hundreds of billions by 2030.
- Exploring direct compute sales suggests a potential move into competition with Amazon Web Services, Microsoft Azure, and Google Cloud, though no specific product or timeline has been announced.
- Analysts say renting out compute could help OpenAI recoup massive spending and address questions about financing recent AI infrastructure agreements reportedly worth over a trillion dollars.