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[OpenAI resets spend expectations, targets around $600 billion by 2030](https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html?msockid=391ae5ed9abf6a142807f6849bb56ba6)
"OpenAI is telling investors that it’s now targeting roughly $600 billion in total compute spend by 2030, months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments.
The artificial intelligence company is providing a lower number and more defined timeline for its planned spending, sources told CNBC, as broader concerns mounted that expansion ambitions were too great for the potential revenue that would follow."
Those who are heavily invested in AI buildout beware as hyperscaler might scale back CAPEX