OpenAI expects to burn US$115 billion in cash through 2029, according to new internal projections reported by The Information.

The AI company’s revised estimate is US$80 billion higher than its previous forecast, and reflects surging costs for cloud computing, data centers, and AI model development.

OpenAI’s annual cash burn is projected to reach over US$8 billion in 2025, and more than double to US$17 billion in 2026.

The company plans to spend nearly US$100 billion on server-related expenses later this decade.

OpenAI projects US$13 billion in revenue for 2025, and expects this to rise to about US$200 billion by 2030, roughly 15% higher than earlier forecasts.

ChatGPT is a key revenue driver, with the company expecting nearly US$10 billion from the chatbot this year and up to US$90 billion by 2030.

Investors are valuing OpenAI at US$500 billion, almost twice its valuation six months ago.

🔗 Source: The Information

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