OpenAI has sharply lowered its original plan to invest $1.4 trillion (about 2,027 trillion won) by 2030 to $600 billion (about 869 trillion won), falling short of even half.
CNBC reported on the 21st (local time) that "OpenAI recently told investors it would invest about $600 billion by 2030 to build infrastructure." As recent talk of an AI bubble raised concerns about excessive investment amounts, it is seen as moving to moderate the pace by cutting the investment amount.
Major foreign media also interpreted it as reflecting investors' and the market's concerns about overinvestment. Even so, OpenAI's revenue indicators are trending upward. According to sources, OpenAI posted $13.1 billion in revenue last year, far exceeding its $10 billion target.
In addition, the expenditure scale came to $8 billion, $1 billion less than the $9 billion target. The prevailing assessment is that OpenAI moved to moderate its investment pace because it has entered a phase of strengthening its fundamentals.