OpenAI projects its revenue could exceed $25 billion by 2026 and potentially reach nearly $200 billion by 2030, according to internal documents. This would significantly impact the AI industry and affect several key companies, including Microsoft, Oracle, and Broadcom. Microsoft has invested approximately $13 billion in OpenAI between 2019 and 2023 and holds a 27% equity stake, with contracts worth $250 billion in Azure services. Oracle has a $300 billion deal for compute services starting in 2027, crucial for its financial outlook, while Broadcom aims to deploy custom AI accelerators worth an estimated $350 billion to $500 billion from 2026 to 2029.
These partnerships signify a growing interdependence between OpenAI and its infrastructure providers, with Microsoft and Broadcom positioned to benefit significantly from OpenAI’s ambitious growth targets. Oracle, while similarly invested, faces higher risks due to escalating debt for capital expenditures.
