OpenAI's Financial Status and Ambitious Projects: Massive Revenues and Even Bigger Investments

OpenAI's Current Revenues and the Challenge of Future Spending

OpenAI's Profits and Subscriptions: OpenAI is currently generating significant profits, with annual revenues estimated at $13 billion. 70% of these revenues come from the $20 monthly subscriptions paid by individuals to interact with Artificial Intelligence technologies, according to a report by the Financial Times.

ChatGPT Growth: This achievement is remarkable, especially considering that ChatGPT has 800 million regular users, while only 5% are paid subscribers.

OpenAI Spending Commitments: Despite generating billions of dollars, OpenAI has committed to spending over $1 trillion in the coming decade.

Infrastructure Deals: The company recently secured deals for over 26 gigawatts of computing power from Oracle, Nvidia, AMD, and Broadcom – an infrastructure that will cost significantly more than the company's current earnings.

Project Stargate: A Trillion-Dollar Investment in the Future of Artificial Intelligence

OpenAI's Creative Solutions: To bridge this gap, OpenAI is working on innovative solutions, as reported by the Financial Times. The company's five-year plan includes exploring government contracts, shopping tools, video services, and consumer devices.

Project Stargate: The company aims to become a computing provider itself through the Stargate data center project, representing a massive investment in Artificial Intelligence infrastructure. This project, announced on January 21, 2025, aims to invest $500 billion over the next four years to enhance Artificial Intelligence innovations in the United States [Source].

Data Centers: An initial $100 billion has been allocated to build two data centers in Abilene, Texas, expected to be completed before the end of 2025 [Source]. Project Stargate aims to expand OpenAI's existing Artificial Intelligence infrastructure by creating large-scale data centers to support the training and operation of Artificial Intelligence models developed by the company [Source].

Key Partners: The project is co-led by OpenAI (responsible for operations) and SoftBank (financially responsible), along with key technology partners such as Microsoft, Nvidia, Oracle, and Arm [Source].

Strategic Goals and Challenges for Project Stargate

Solidifying Global Leadership: The broader Project Stargate aims to solidify the United States' position as a global leader in Artificial Intelligence innovations, while supporting re-industrialization and providing strategic capabilities to protect the national security of America and its allies.

• Expected Benefits: Empowering Artificial Intelligence researchers with better infrastructure, expanding Artificial Intelligence products and services in sectors such as healthcare and financial services, and creating an estimated 100,000 jobs [Source].
• Key Challenges: The project faces challenges related to ethical concerns such as bias and misinformation in large language models, the environmental impacts of data centers requiring vast amounts of energy and water, and governance challenges related to this large-scale project [Source].

"OpenAI for Countries" Initiative and Global Expansion

Initiative Launch: Several months after the announcement of Stargate in January 2025, OpenAI introduced a new initiative within its project called "OpenAI for Countries." This initiative aims to support democratic nations in establishing Artificial Intelligence infrastructure in collaboration with the U.S. government.

• Initiative Goals: Expanding data center capacity within nations, providing a dedicated ChatGPT platform for citizens, improving safety and security controls for Artificial Intelligence models, and raising and distributing support funds for national startups [Source].
• First Initiative Projects: The first project under this initiative was launched on May 22, 2025, named "Stargate UAE," followed by the launch of "Stargate Norway" on July 31, 2025, which focuses on sustainability and the use of renewable energy [Source].

OpenAI's Impact on the American Market and the Future

Reliance on OpenAI: An increasing number of companies need to achieve financial balance. Some of the most important companies in the United States now rely on OpenAI to execute major contracts, as noted by the Financial Times.

Impact on Market Stability: If OpenAI falters, it could destabilize the broader American market.