OpenAI has five years to turn $13 billion into $1 trillion | TechCrunch

"OpenAI is printing money right now. The company is pulling in roughly $13 billion in annual revenue, with 70% coming from everyday people paying $20 a month to chat with an AI, according to the Financial Times. That's pretty wild when you consider ChatGPT has 800 million regular users, but only 5% are actually paying subscribers. Raking in billions though it may be, OpenAI has also committed to spending over $1 trillion over the next decade (yes, trillion)."

"The company has recently locked in deals for more than 26 gigawatts of computing capacity from Oracle, Nvidia, AMD, and Broadcom - infrastructure that'll cost vastly more than what's coming in. To bridge this gap, OpenAI is getting creative, reports the FT. A five-year-plan include exploring government contracts, shopping tools, video services, consumer hardware, and even becoming a computing supplier itself through its Stargate data center project."

OpenAI generates about $13 billion in annual revenue, with 70% coming from consumers paying $20 per month for chat access. ChatGPT has roughly 800 million regular users, yet only about 5% are paying subscribers. OpenAI has committed to spending more than $1 trillion over the next decade and has secured deals for over 26 gigawatts of computing capacity from Oracle, Nvidia, AMD, and Broadcom. That infrastructure will cost far more than current revenues cover. The company plans a five-year push into government contracts, shopping tools, video services, consumer hardware, and becoming a computing supplier via the Stargate data center. Major American companies increasingly depend on OpenAI for critical contracts, creating systemic market risk if service falters.

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