Observed Signal · Feb 20, 2026 · Funding · Source: CNBC Technology · Impact: 5/5 · Sentiment: Neutral
OpenAI Slashes Compute Spending Forecast to $600 Billion
OpenAI has told investors it now expects to spend roughly $600 billion on compute by 2030, down from a previously touted $1.4 trillion figure, and is aligning that spending with projected revenue growth. The company projects more than $280 billion in total revenue by 2030, split roughly equally between consumer and enterprise businesses. Sources said OpenAI generated $13.1 billion in revenue in 2025 and had $8 billion in cash burn that year. OpenAI is finalizing a funding round potentially exceeding $100 billion with strategic investors; Nvidia is in talks to invest up to $30 billion, and SoftBank and Amazon are named as strategic backers. ChatGPT and developer product Codex continue to report large user bases.
OpenAI’s revised multi‑year compute and revenue guidance plus a potential >$100B strategic funding round (including a large Nvidia stake) materially affects AI infrastructure demand, chip/cloud suppliers, valuation dynamics and the broader AI monetization roadmap—making it highly consequential for the tech and ad/marketing ecosystems.
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Key Takeaways & Evidence Grounding
- OpenAI is targeting approximately $600 billion in total compute spend by 2030.
- OpenAI projects more than $280 billion in total revenue for 2030, with near-equal contributions from consumer and enterprise businesses.
- OpenAI reported $13.1 billion in revenue for 2025 and $8 billion in cash burn for the year.
- OpenAI is finalizing a funding round that could exceed $100 billion; Nvidia is reportedly in talks to invest up to $30 billion, with SoftBank and Amazon cited as strategic investors.
- ChatGPT reached about 900 million weekly active users; Codex has over 1.5 million weekly active users, according to sources.
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Amazon, SoftBank, Nvidia Commit $110B to OpenAI
OpenAI closed a massive private funding round that initially totaled $110 billion, with Amazon committing $50 billion, and SoftBank and Nvidia each committing $30 billion; the round implied a pre-money valuation of $730 billion and a post-money valuation of $840 billion. Amazon's $50 billion includes a $35 billion contingent tranche tied to an IPO or an AGI milestone, leaving roughly $15 billion immediate. Additional investors (MGX, Coatue, Thrive) reportedly later pushed committed capital past $122 billion at an $852 billion post-money valuation. The deal secures large-scale compute and distribution leverage—notably priority access to OpenAI models on AWS—which the article argues will first improve ChatGPT's reliability, accelerate model-release cadence, and expand enterprise integrations, while influencing pricing and competitive dynamics over 6–24 months.
OpenAI Nears $100B Deal, Valuation Soars Past $850B
OpenAI is reportedly close to securing more than $100 billion in new funding at a valuation that could exceed $850 billion, according to Bloomberg. The financing would come with a pre-money valuation of $730 billion and is said to include large tranches from Amazon (in talks for up to $50 billion), SoftBank (around $30 billion), Nvidia (near $20 billion) and Microsoft, with additional VC firms and sovereign wealth funds expected to close later. The round arrives as OpenAI continues to burn cash while approaching profitability; the company has begun testing ads in ChatGPT for free users as one path to revenue. TechCrunch reached out to OpenAI for comment.
OpenAI Secures $110B in Historic Funding Round
OpenAI announced a $110 billion private funding round led by a $50 billion investment from Amazon and $30 billion investments each from Nvidia and SoftBank, at a $730 billion pre-money valuation. The round remains open and OpenAI expects additional investors. The deal includes major infrastructure partnerships: OpenAI will run models in a new "stateful runtime environment" on Amazon Bedrock, expand its AWS compute commitment by $100 billion (building on a prior $38 billion commitment) and consume at least 2GW of AWS Trainium. Nvidia committed capacity including 3GW of dedicated inference and 2GW of training on Vera Rubin systems. OpenAI said portions of the investment may be provided as services rather than cash. The company’s prior round closed in March 2025 ($40 billion at a $300 billion valuation).
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