10:15 · 15 October 2025

OpenAI announces an ambitious $1 trillion investment plan

Key takeaways
Nvidia
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NVDA.US, NVIDIA Corp
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AMD
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AMD.US, Advanced Micro Devices Inc
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Broadcom
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AVGO.US, Broadcom Ltd
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Oracle
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ORCL.US, Oracle Corp
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Key takeaways
  • OpenAI plans to invest over $1 trillion in AI infrastructure and services over the next five years, backed by partnerships with leading tech companies.
  • Collaborations with firms like AMD, NVIDIA, Broadcom, and Oracle bring significant gains to both OpenAI and its partners, strengthening their positions in the tech ecosystem.

OpenAI has unveiled an ambitious five-year investment strategy, with planned spending exceeding $1 trillion. The initiative aims to develop advanced computing infrastructure and expand the company’s portfolio of AI-powered products and services.

To finance this massive undertaking, OpenAI intends to establish new revenue streams, including expanding services for enterprises and public institutions, developing AI tools to support e-commerce, as well as creating autonomous AI agents and video generation technologies. Strategic partnerships with tech giants such as AMD, NVIDIA, Broadcom, and Oracle play a key role in this strategy. Notably, OpenAI has signed major agreements, including a deal with Broadcom to supply 10 GW of compute power, and a $300 billion data center development partnership with Oracle.

As part of the plan, OpenAI is also advancing "Project Stargate" — a global network of data centers designed to provide widespread access to cutting-edge AI technology and contribute to its global democratization.

Despite the high cost, OpenAI anticipates strong revenue growth, projecting up to $13 billion in annual income, the majority of which is expected to come from ChatGPT subscriptions. The company also plans to double its number of paying users and expand further into developing markets.

Importantly, OpenAI’s partnerships are mutually beneficial. Companies like AMD, NVIDIA, Broadcom, and Oracle are seeing significant returns through hardware and service contracts as well as infrastructure development tied to AI demand. These alliances are strengthening all involved players, accelerating innovation and driving growth in the technology sector.

 

Experts note that while OpenAI’s plans are highly ambitious and could transform the AI landscape, they come with challenges — including substantial financial demands, dependency on strategic partners, and the potential for increasing regulatory scrutiny.

If realized, this five-year roadmap could position OpenAI as one of the dominant forces in the AI industry, accelerating the development of technologies set to reshape multiple sectors of the global economy.

 

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