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Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments
Yahoo Financeยท 2025-11-06 21:18
Core Insights - OpenAI anticipates exceeding $20 billion in annualized revenue run rate by the end of 2025, with projections to reach hundreds of billions by 2030, supported by commitments of approximately $1.4 trillion over the next eight years [1][2] Business Plans - OpenAI is planning to launch an enterprise offering and has already secured one million business customers [3] - The company is exploring consumer devices and robotics, having acquired Jony Ive's io, and is reportedly developing a palm-sized AI device [4] - OpenAI is venturing into scientific discovery, with a recent initiative called OpenAI for Science mentioned by its VP [4] Cloud Computing Strategy - OpenAI is considering becoming a cloud computing provider, aiming to sell compute capacity directly to other companies and individuals, recognizing the growing demand for "AI cloud" services [5] Financial Strategies - To meet its financial needs, OpenAI may resort to traditional methods such as selling more equity or taking on additional loans [6]