Altman scales back: TACO Thursday?

[Markwrob]

Sam now says OpenAI's spend will be $600B, not $1.4T anymore. What do you think, is this reset expected, or a huge nasty surprise?

Key Points

• - After previously boasting $1.4 trillion in infrastructure commitments, OpenAI is now telling investors that it plans to spend $600 billion by 2030.
• - The AI company has faced mounting concerns about whether it can ever generate enough revenue to cover its costs.
• - OpenAI is now targeting about $280 billion in revenue in 2030 after reeling in $13.1 billion last year, CNBC has learned.

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.

www.cnbc.com

 

[Paul2]

I think it's not wise to take what "cryptoentrepreneurs" talk seriously

 

[Daniel Nenni]

First instinct is to throw compute power at a problem. Second instinct is to optimize the software so it requires less hardware. I have heard Sam speak a few times, he was at the Intel event last year. Sam admitted there is room for improvement and that the OpenAI software is bloated. Then DeepSeek painfully proved the point. Hopefully this is part of that and it is a "less hardware will be needed" rather than "we can't afford enough hardware". Maybe both?

 

[tonyget]

Sam Altman is a conman, OpenAI will never make any profit，it can only survive on constant money pouring from investors. Once investors realize that they will never get their money back，it will be the end of OpenAI

 

[Daniel Nenni]

Sam Altman is a conman, OpenAI will never make any profit，it can only survive on constant money pouring from investors. Once investors realize that they will never get their money back，it will be the end of OpenAI

I would say he is a visionary/dreamer. I do not think he has a dishonest bone in his body. Making money might not be his thing but Sam has moved AI into the forefront of society for the greater good, absolutely.

I have been using ChatGPT for more than a year now and it is improving in leaps and bounds. SemiWiki is also integrated into OpenAI and the traffic we get as a result is astounding. We had 1M active readers before the integration and now we have 2.5M. SemiWiki traffic is already up 40% in 2026. I realize these are just numbers but the bottom line is that the knowledge gained by using AI will change the world. No more Googling around in garbage and advertisements.