Sam Altman says OpenAI has $20 billion in ARR and about $1.4 trillion in data center commitments

Rarely will a month go by in 2025 without OpenAI signing another multibillion-dollar data center deal. In a lengthy post on X on Thursday, OpenAI CEO Sam Altman publicly clarified the totals.

“We expect to end this year with an annual revenue run rate of more than $20 billion and grow into the hundreds of billions by 2030. We are looking at commitments of approximately $1.4 trillion over the next eight years,” he wrote.

While the post was largely a response to an uproar over comments his CFO made, and quickly retracted, regarding government-backed loans, Altman also listed a number of future business plans that he believes will generate significant revenue.

OpenAI has an enterprise offering coming up, he said. Earlier this week, OpenAI said it already has 1 million commercial customers.

He named consumer appliances and robotics. In May, OpenAI acquired Jony Ive’s io device, and they are reportedly working on a palm-sized AI device.

Altman mentioned the scientific discovery as upcoming work. Not much is known about it yet, except that OpenAI Vice President Kevin Weil mentioned the launch of OpenAI for Science as recently as a few months ago.

Altman also said that OpenAI could become a cloud computing provider: “We are also looking at ways to sell computing power directly to other companies (and other people); we are sure that the world will need a lot of ‘cloud AI,’ and we are excited to provide that.”

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 might also pay for its needs the old-fashioned way: selling more stock or taking out more loans.