They also expect $280B in revenue in 2030 from $13B last year, so I guess subsidized AIs might slowly fade away. I wonder how this will affect AI adoption when the companies’ bills from OpenAI start multiplying.
https://www.cnbc.com/amp/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html
Posted by donopumpi
33 Comments
# OH! So we’re pumping the brakes? LMAO
Bubble is finally starting to pop.
So…. that means saas will recover…. right?
Is that why SPY is up almost $2 AH?
ok so just 60x their current *revenue*. quite a healthy and stable company we have here
Did feds give them access to a money printer
It’s joever
Somebody please stop the IPO.
They’ll destroy the market.
https://preview.redd.it/hnby1ourzclg1.png?width=1284&format=png&auto=webp&s=6437c3284dc9b687c020e730c8fa95f1f229d968
They are cutting spending because they are going public this year
Less overhead = good for regards
Have they ever made $1 of income ?
Isn’t this bullish, less Capex? Which was that retarded FUD being spread earlier this year
Was this spending cut priced in the market? We will find out soon if Datacenter related stocks drop in the next couple of days.
Bubble is obvious. Solar tariffs means no electricity means no data centers means pay to play AI.
My MSFT calls will love this!
and next year it will be cut to -$4.2T for all the write-offs.
shit hit the fan when they started messing with the COBOL mafia
800 Billion cut today, by 2030 he’ll be giving blowies in a public park for $80.
Why don’t they just prompt more money?
280b in 4 years 🤣🤣. Yeah ok. Any more fairy tales for us?
It actually isn’t a cut and it confused me as well initially.
The $1.4 Trillion was the stated spend by 2033. This plan of $600B spend is only through 2030. So they are instead backloading their anticipated spend according to what I’ve read.
Might be more backloaded on their spending target but overall their spending desires haven’t changed.
Nvidia scaled back their investment, others will too.
Altman will be left at the altar.
Just layoff all engineers since AI can replace them right ?
Remember when the lady from OpenAI was like we’re gonna need a government bailout/backstop if we fail.
The government was like
👁️👄👁️
These CEOs need to stop doing drugs. I miss the old lead poisoned ones.
Called it. They have no money for all the commitments, a lot will be cit
Wait for few quarters and it will be 40% of this.
Wasn’t this last week’s news
This is like when my wife pulls up a zillow listing of a house she loves and talks about how great the layout is and how perfect it would be for our family but then I remind her we’re poor
It won’t be free for much longer. Paywall wars of the 2020s they’ll call it
bahahahaha, 280B from what? ADS?!
They are not gonna buy more gpu?
It’s ok when you are spending someone else’s money
What does OpenAI have that warrants this amount of investment?
Gemini is gonna eat their lunch. GOOG calls.
This shit is so fucked and is most certainly going to pop. That being said I really want to make cash on Ai brain rot before it all gets rugged