Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments

OpenAI CEO Sam Altman says the company expects to end 2025 with an annualised revenue run rate exceeding $20 billion — and projects total infrastructure commitments of $1.4 trillion over the next eight years as it expands its global computing capacity.

In a detailed post shared Thursday on X (formerly Twitter), Altman clarified OpenAI’s financial outlook and future business plans following confusion over recent comments made by the company’s chief financial officer. The CFO had suggested OpenAI was exploring government-backed loans, a statement the company later walked back.

Altman wrote:

“We expect to end this year above $20 billion in annualized revenue run rate and grow to hundreds of billions by 2030. We are looking at commitments of about $1.4 trillion over the next eight years.”

A Global Data Centre Expansion

OpenAI has been signing multibillion-dollar data centre deals at a staggering pace throughout 2025 — almost one every month — as it scales infrastructure to support products like ChatGPT, GPT-5, and future multimodal AI systems.

The company’s rapid expansion is driven by an unprecedented need for AI compute power, prompting partnerships with central cloud and energy providers worldwide. Despite not yet owning its own global data centre network, Altman suggested OpenAI is considering becoming a direct cloud services provider in the future.

“We are also looking at ways to more directly sell compute capacity to other companies (and people); we are pretty sure the world is going to need a lot of ‘AI cloud,’ and we are excited to offer this,” Altman wrote.

Expanding Into New Businesses

In addition to its core AI products, Altman outlined several new areas of focus that could help drive future growth:

• Enterprise Solutions: OpenAI plans to expand its enterprise offerings after recently surpassing one million business customers.
• Consumer Devices: Following its May 2025 acquisition of Jony Ive’s design firm, io, OpenAI is reportedly developing a palm-sized AI device designed to integrate large language models into everyday use seamlessly.
• Robotics: OpenAI is investing in robotics research to extend its AI models into physical environments.
• Scientific Discovery: The company has quietly launched OpenAI for Science, led by VP Kevin Weil, to explore applications of AI in scientific research and innovation.

Altman framed these initiatives as the pillars of OpenAI’s long-term strategy to diversify beyond software subscriptions and API revenue.

Funding the AI Race

Beyond operating income, Altman acknowledged that OpenAI will likely raise additional capital through equity sales or loans to fund its ambitious expansion.

The company’s rising infrastructure costs reflect an industry-wide trend: tech giants such as Microsoft, Google, and Meta are all investing tens of billions in building and securing AI-ready data centres, with OpenAI emerging as one of the most aggressive spenders.

As OpenAI transitions from a research-focused lab into a global AI infrastructure and cloud provider, Altman’s $1.4 trillion commitment signals one of the boldest bets in the history of modern computing.