According to a report from The Information, OpenAI has recently allocated as much as $16 billion USD for cloud computing resources—burning through tens of millions of dollars each day—merely to ensure the stable operation of services such as ChatGPT and GPT-5.
Even more staggering is OpenAI’s additional plan to spend $100 billion over the next five years solely on leasing reserve servers to guarantee sufficient computing capacity. Remarkably, this expenditure is not even included in the company’s already ambitious $350 billion compute investment plan.
Sarah Friar, OpenAI’s Chief Financial Officer, revealed that over the past year, the company had repeatedly postponed the release of new features and models due to inadequate compute resources, at times even throttling product performance to maintain the availability of its core services. Under the current roadmap, OpenAI intends to invest $350 billion between 2024 and 2030 in leasing cloud servers, with annual spending projected to exceed $100 billion by 2030 alone.
From a revenue perspective, OpenAI’s R&D investment already accounts for nearly 50% of its income—far higher than Amazon, Microsoft, Oracle, or Alphabet, whose ratios hover around 10–20%. It is nearly double that of Meta, a company well known for its aggressive development spending, which stands at about 25%.
This year alone, of the $16 billion OpenAI has spent, $9 billion went toward training costs and $7 billion toward inference costs. By 2030, both categories of expenditure are expected to approach $50 billion each—roughly six times the scale of the GPT-5 era.
CEO Sam Altman has also hinted that in the coming weeks, OpenAI will unveil new “compute-intensive” products designed to showcase the breakthroughs made possible by such vast resource investments. However, industry observers speculate that many of these features may be restricted to ChatGPT Pro subscribers, with some possibly requiring additional fees—an approach that could spark dissatisfaction among existing Plus-tier users.
As the scale of investment continues to grow, OpenAI faces the dual challenge of accelerating AI model advancement while simultaneously seeking sustainable business models to balance its spiraling R&D costs with revenue generation.