NVIDIA Nears $30B OpenAI Stake as OpenAI Cuts Compute Budget to $600B
OpenAI trimmed its compute budget to $600 billion through 2030 from $1.4 trillion and forecasts $280 billion revenue by 2030 after surpassing a $20 billion run rate in 2025. NVIDIA is nearing a $30 billion equity investment in OpenAI as part of a funding round valuing the firm at $730 billion.
1. OpenAI Revises Compute Spending
OpenAI has reduced its long-term compute investment target to $600 billion through 2030, down sharply from an earlier $1.4 trillion estimate. The shift reflects more conservative capital planning as it scales AI operations and seeks to align infrastructure buildout with cost controls.
2. Revenue Projections and Growth
The company now projects total revenue of $280 billion by 2030, up from a 2025 annualized run rate that exceeded $20 billion, marking a 233% increase year-over-year. Revenue contributions are expected to split roughly evenly between consumer and enterprise segments.
3. NVIDIA's Proposed Equity Investment
NVIDIA is in advanced talks to invest $30 billion in OpenAI equity as part of a mega funding round that could pre-value the AI firm at $730 billion. This deal would replace a prior $100 billion infrastructure agreement and cement NVIDIA’s role as a strategic partner.