OpenAI's Ambitious Financial Outlook: $200 Billion Revenue by 2030 Amidst AI Supercycle

San Francisco, CA – OpenAI is projecting an aggressive financial trajectory, with revenue forecasts reaching $13 billion in 2025 and an ambitious $200 billion by 2030, positioning itself as a dominant force in the burgeoning artificial intelligence market. This outlook comes amidst significant capital expenditure on compute infrastructure, which industry leaders view as a necessary investment in a rapidly expanding sector.

Brad Gerstner, CEO of Altimeter Capital, recently underscored this bullish perspective on social media, stating, "alot more than $13 B revs in 2025, [and] $100 B revs sooner than people expect." He further projected, "At that growth rate, could be $200 B revs in 2030." Gerstner emphasized the company's spending commitments are "aligned with revenue expectations," highlighting a strategic investment in compute power.

OpenAI's financial projections reveal a rapid acceleration, with some reports indicating the company hit $12 billion in annualized revenue by July 2025. This growth is largely driven by its flagship product, ChatGPT, which is expected to contribute significantly to the 2025 revenue. However, this growth comes with substantial costs, with the company projecting significant cash burn, including an estimated $14 billion for compute bills in 2025 alone.

The company plans to invest nearly $100 billion in data centers and custom chips by 2030 to reduce reliance on external cloud providers and manage escalating operational costs. This massive investment aims to solidify its position in what Gerstner described as "the biggest supercycle in the history of technology," where "the risk of too little compute [is] far greater than risk of too much."

Altimeter Capital, a significant investor in OpenAI, remains confident in the company's strategy. Gerstner reiterated his firm's commitment, noting, "Thrilled it is a huge investment for me & for Altimeter - and as Sam [Altman] knows well - I am still a buyer." This sentiment reflects a broader investor belief in OpenAI's ability to navigate its capital-intensive growth path and deliver on its long-term vision within the category-defining AI landscape.