OpenAI lifts projected cloud spend to about $750B through 2030
OpenAI has raised its projected cloud spending through 2030 to about $750B, up from an earlier 2026 projection of about $600B. The revision is tied to new multi-year cloud deals and large capital commitments, including a reported data center project in Georgia.
Key takeaway
The jump reframes OpenAI’s cost base as a long-horizon cloud lock-in story, not just near-term GPU scarcity.
Context
Reporting via Techmeme says OpenAI increased its projected cloud outlays through 2030 from roughly $600B earlier in 2026 to about $750B. That implies a roughly one-quarter uplift in planned spend over the same horizon.
The higher forecast is linked to fresh multi-year cloud agreements and heavy capital plans, including a Georgia data center commitment cited alongside the revision. For the AI market, the signal is that frontier labs are still expanding long-term compute purchase commitments even after prior mega-projections.
Numbers to know
- $750BOpenAI projected cloud spending through 2030 after the revision
- $600BOpenAI earlier 2026 projection for cloud spending through 2030
- $20BCited Georgia data center project among related capital commitments