OpenAI Raises Spending Forecast to $115B through 2029 Amid Investment Surge for ChatGPT Infrastructure

Saturday, Sep 6, 2025 12:41 pm ET1min read

OpenAI has raised its spending forecast to $115B through 2029, a $80B increase from its prior projection, as it invests in infrastructure to support its popular chatbot, ChatGPT. The company, backed by Microsoft, aims to accelerate the development of its AI technology.

OpenAI has significantly boosted its spending forecast to $115 billion through 2029, an $80 billion increase from its previous projection. This substantial hike is aimed at bolstering the company's infrastructure to support its popular chatbot, ChatGPT, and accelerate the development of its AI technology. The increased spending is a strategic move to meet growing demand and enhance service delivery, particularly in regions like India where the company has a significant user base.

OpenAI, backed by Microsoft, is investing in a 1 gigawatt (GW) AI data center in India, as part of its global AI infrastructure strategy. This project is linked to the Stargate multi-year investment program, which includes partnerships with Oracle, SoftBank, MGX, Microsoft, Nvidia, and Arm. The data center aims to support high-performance computing needs for training and deploying AI models, reduce latency, and meet data localization requirements.

The company is also planning to open an office in New Delhi later this year and has recently launched the ChatGPT Go plan in India at a lower cost. OpenAI is currently in talks with prospective Indian partners for the data center project, with CEO Sam Altman scheduled to visit India later this month to provide further clarity.

OpenAI's increased spending forecast reflects its commitment to expanding its AI capabilities and infrastructure. This strategic investment is likely to have a significant impact on the company's growth and market position in the rapidly evolving AI landscape.

References:
[1] https://www.electronicsforyou.biz/industry-buzz/openai-plans-for-1-gw-ai-data-centre-in-india/
[2] https://www.fool.com/investing/2025/09/03/billionaires-are-buying-these-2-monster-ai-stocks/

OpenAI Raises Spending Forecast to $115B through 2029 Amid Investment Surge for ChatGPT Infrastructure

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