Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments
Throughout 2025, OpenAI has consistently secured multibillion-dollar agreements related to data centers, demonstrating an aggressive expansion strategy. In a detailed statement shared on X, OpenAI’s CEO, Sam Altman, provided clarity on the company’s financial trajectory, projecting an annualized revenue run rate exceeding $20 billion by year-end, with ambitions to scale into the hundreds of billions by 2030. Over the next eight years, the firm anticipates contractual commitments amounting to roughly $1.4 trillion. This disclosure came amid a stir caused by remarks from OpenAI’s CFO regarding government-backed loans, which were subsequently retracted, but the CEO took the opportunity to elaborate on key upcoming projects expected to significantly bolster revenue streams.
Altman highlighted an enterprise-focused service that OpenAI is preparing to launch, noting the company already serves around one million business clients. Consumer technology and robotics were also mentioned as areas ripe for development, with a nod to OpenAI’s recent acquisition of Jony Ive’s io and efforts underway to create a compact AI device, possibly palm-sized. Scientific discovery has emerged as another promising avenue, with OpenAI previously introducing an initiative called OpenAI for Science, although further details remain sparse. Additionally, Altman floated the prospect of OpenAI evolving into a cloud service provider, offering compute capacity directly to corporations and individuals. This idea reflects a broader prediction that demand for AI-centric cloud infrastructure will surge, and OpenAI is positioning itself to meet that need, despite currently lacking its own network of data centers.
Facing these ambitious growth plans, Altman also acknowledged traditional financing might still play a role, mentioning the potential for raising funds through equity sales or additional borrowing. These strategies underscore the company’s readiness to leverage both new business opportunities and established financial mechanisms to support its expansion and operational requirements.
