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Recently, OpenAI updated its long-term capital expenditure plan for investors, unexpectedly reducing its computing power spending target to $60 billion and extending the timeline to 2030. This news has attracted widespread attention, especially in contrast to CEO Sam Altman's mention of a $140 billion infrastructure investment commitment just a few months ago.
In the new plan, OpenAI not only adjusted its spending target but also clarified the timeline for the coming years. The company expects its total revenue to exceed $280 billion by 2030, with roughly equal contributions from consumer and enterprise businesses. This indicates that OpenAI aims to balance its spending and revenue growth through a more stable financial strategy.
In addition to re-evaluating its computing power spending target, OpenAI is also actively advancing a funding round that could exceed $100 billion. According to industry insiders, this funding will help the company further expand its artificial intelligence technology and services, providing stronger support for future development.
OpenAI's adjustment of its computing power spending target may reflect a more pragmatic financial strategy as it faces a changing market environment. Although it expects a decline in gross profit margin to 33% by 2025, the company remains confident in achieving positive cash flow by 2030. This shows OpenAI's confidence and long-term planning for its development, despite facing some short-term challenges.
With the rapid development of AI technology, OpenAI, as an industry leader, is closely watched. How to maintain technological innovation while achieving financial sustainability will be an important challenge for OpenAI in the future.
Key Points:
🌟 OpenAI has reduced its computing power spending target to $60 billion and extended the deadline to 2030.
💰 The company is advancing a funding round exceeding $100 billion to support future development.
📈 Despite a short-term decline in gross profit margin, OpenAI still expects to achieve positive cash flow by 2030.