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OpenAI projects $600 billion in compute spending through 2030, with NVIDIA investing $30 billion and a potential $1 trillion IPO. But inference costs quadrupled in 2025 and the Stargate project faces internal disputes.
OpenAI is finalizing the largest private funding round in history, with Amazon, SoftBank, Nvidia, and Microsoft committing over $100 billion at a valuation exceeding $850 billion.
Nvidia abandons its $100B infrastructure partnership with OpenAI after five months of stalling, replacing it with a $30B equity stake as OpenAI's record-breaking funding round nears $100B at an $850B valuation.
