Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data centercommitments

In 2025, it has become a common occurrence for OpenAI to sign multi-billion-dollar data center deals nearly every month. In a detailed post on Thursday, OpenAI CEO Sam Altman publicly clarified the company’s financial scale. He stated that OpenAI expects to end the year with an annualized revenue run rate above twenty billion dollars and aims to grow to hundreds of billions by 2030. He also revealed the company is looking at commitments of about one point four trillion dollars over the next eight years.

While the post was largely a response to a controversy over comments made by his CFO, which were quickly walked back, concerning government-backstopped loans, Altman also listed several future business plans he believes will generate significant revenue. He announced that OpenAI has an upcoming enterprise offering. Earlier in the week, the company said it already had a million business customers.

He named consumer devices and robotics as key areas. Back in May, OpenAI acquired Jony Ive’s company, and they are reportedly working on a palm-sized AI device. Altman also mentioned scientific discovery as an upcoming business. Not much is known about this initiative yet, except that OpenAI VP Kevin Weil mentioned a newly launched OpenAI for Science some months ago.

Altman further stated that OpenAI could become a cloud computing provider. He said the company is looking at ways to more directly sell compute capacity to other companies and people, believing the world will need a lot of AI cloud and that OpenAI is excited to offer this. This is a bold idea for a company that does not yet have its own network of data centers.

Beyond revenue, Altman noted that the company may also pay for its needs the old-fashioned way by selling more equity or taking on more loans.