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OpenAI has internally projected a $600 billion expenditure on compute infrastructure by 2030, signaling an unprecedented capital-intensive phase for the artificial intelligence sector. This massive investment roadmap underscores the scale of the infrastructure race and its potential to reshape the semiconductor and energy markets.
OpenAI has adjusted its long-term financial roadmap, projecting $280 billion in annual revenue by 2030 while tempering its massive compute spending target to $600 billion. These disclosures come as the AI leader prepares for a significant new funding round, signaling a shift toward fiscal discipline and commercial scalability.
Nvidia is restructuring its massive commitment to OpenAI, shifting from a $100 billion staggered partnership to a $30 billion direct equity investment. This move comes amid a broader cooling of AI valuations and a strategic pivot toward securing OpenAI's capital for hardware procurement.
OpenAI is reportedly in talks to secure a historic funding round exceeding $100 billion, a move that could propel its valuation to over $850 billion. The capital injection, backed by tech titans like Microsoft, Nvidia, and Amazon, signals an unprecedented escalation in the global AI infrastructure race.
Alibaba Group has launched Qwen 3.5, a massive 397-billion parameter AI model that undercuts US rivals on price by 60%. The release marks a fundamental shift in the Chinese AI sector toward 'agentic' capabilities, positioning Alibaba to lead the transition from conversational chatbots to autonomous digital workers.
Thrive Capital has closed a record-breaking $10 billion venture fund, Thrive X, nearly doubling its previous fundraising efforts. The capital injection is strategically positioned to back high-growth leaders in artificial intelligence and space technology, specifically targeting pre-IPO positions in OpenAI and SpaceX.