FT: OpenAI projects ~$278B cumulative cash burn through 2030

FT 报道 OpenAI 预计 2030 年前累计现金消耗约 $278B

FT obtained OpenAI's internal projections: $36B revenue this year, scaling to $350B by 2030. But 2026–2030 compute spend is pegged at ~$856B, outpacing ~$840B total revenue over the same window, leaving a cumulative cash burn of ~$278B. I'd discount the far-out numbers—they're highly uncertain—but the direction is clear: OpenAI itself doesn't expect API and subscription revenue to cover costs anytime soon.

Why it matters: FT obtained OpenAI's internal financial projections — the $278B cumulative cash gap is an industry-level signal. All three HKR axes hit, high cross-source repost probability. Not 90+ because long-range forecasts carry huge uncertainty (the ai_summary itself flags this), but th...