OpenAI is raising its revenue forecasts while warning investors about a dramatic increase in cash outflow. The cost to train and run AI models is growing faster than revenue.
Citing internal financial documents, The Information reports that OpenAI has revised its projections again. The company now expects cumulative cash burn to jump by roughly $111 billion more than previously estimated through 2030. In total, OpenAI expects to spend $665 billion training and operating AI models. While revenue is climbing, it cannot keep pace.
Under the new projections, OpenAI forecasts a cash burn of $25 billion in 2026 and $57 billion in 2027, roughly $30 billion more than previous estimates combined. The company doesn’t expect to become cash-flow positive until 2030, when it projects a positive cash flow of $39 billion. This puts OpenAI behind competitor Anthropic, which is targeting breakeven as early as 2028.
Källa: The Decoder
