OpenAI Raises 2030 Compute Spending Forecast to $750B, Plans $20B Georgia Data Center

OpenAI has raised its compute spending forecast through 2030 to nearly $750 billion, up from $600 billion earlier this year. The company also committed to investing $20 billion in a new data center in Georgia.

According to sources familiar with the matter, OpenAI has raised its projected compute spending through 2030 to nearly $750 billion — up significantly from the approximately $600 billion forecast earlier this year. The dramatic increase reflects the company's accelerating demand for AI training and inference compute as it pushes toward more advanced models. Additionally, OpenAI has committed to investing $20 billion in a new data center in the US state of Georgia. This is part of a broader trend where major AI companies are building massive infrastructure to support the next generation of AI models. The spending hike comes as Big Tech faces increasing scrutiny over AI infrastructure ROI. With Alphabet, Microsoft, Meta, Amazon, and Apple all reporting earnings this week, analysts are focused on whether the ~$700 billion annual AI infrastructure investment can translate into sustainable earnings growth. OpenAI's massive spending plans underscore the intense compute arms race in AI — the company believes that scaling up compute is the primary path to more capable AI systems.