Good morning. OpenAI is planning to spend as much as $600 billion on compute by 2030. Now, questions are emerging about whether its revenue can keep up.
OpenAI reportedly missed its internal target of 1 billion weekly active users for ChatGPT by the end of 2025. As of February, the company had reached approximately 900 million weekly users, according to a Wall Street Journal report. The company missed multiple monthly revenue targets earlier this year, and CFO Sarah Friar warned colleagues internally of potential challenges in funding future computing contracts, the report said. OpenAI CEO Sam Altman and Friar called the claims “ridiculous” in a statement to Reuters.
