OpenAI Slashes 2030 Compute Spending Target by 57% to $600 Billion

OpenAI revised its 2030 cumulative compute spending target down 57% to $600 billion on February 21, 2026, aiming to align capital expenditure with revenue growth. The adjustment addresses investor concerns regarding the scalability of returns and follows a strategic shift toward "refined growth." The company projects $280 billion in total revenue by 2030, supported by a 30% improvement in unit compute efficiency through model compression. For 2025, OpenAI reported $13.1 billion in revenue, exceeding targets, with ChatGPT weekly active users climbing to 900 million. To fund this roadmap, the firm is securing over $100 billion in direct equity investment from strategic partners including Nvidia, SoftBank, and Amazon, replacing previous framework agreements.