"OpenAI needs to secure $207 billion in new financing by 2030 to fulfill its expansion plans, according to HSBC Global Investment Research - a challenge that could ripple across Big Tech. The funding shortfall emerged after OpenAI committed $300 billion to Oracle, $250 billion to Microsoft, and $38 billion to AWS for cloud computing services. Even with HSBC's updated revenue projections, which increased 4 percent from earlier estimates, the gap remains substantial."
"HSBC predicts that OpenAI's ChatGPT consumer products will attract 3 billion regular users by 2030, up from 800 million last month, and equivalent to 44 percent of the world's population over 15 years old. The bank also forecasts higher subscription rates (10 percent versus 8 percent) and increased corporate demand for APIs and licensing, plus a larger share of digital advertising revenue for AI companies."
OpenAI needs $207 billion of new financing by 2030 to meet expansion plans and cloud commitments. The company committed $300 billion to Oracle, $250 billion to Microsoft, and $38 billion to AWS for cloud services. HSBC raised revenue projections by 4 percent but still finds a substantial funding gap. HSBC projects ChatGPT will have 3 billion regular users by 2030, higher subscription rates, increased corporate API and licensing demand, and larger ad revenue share for AI firms. Closing the gap could come from additional users, compute efficiency, shareholder capital injections (Microsoft, SoftBank), or external debt. Failure to close the gap would most expose Oracle, Microsoft, Amazon, Nvidia, AMD, and SoftBank.
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