OpenAI, the creator of the popular ChatGPT, has presented ambitious financial forecasts to investors for the end of this decade. The company assumes its annual revenue will exceed $280 billion in 2030. Simultaneously, the enterprise plans to allocate an astronomical $600 billion for computing power. Meanwhile, financial markets are seeing anxiety in the private credit sector, where giant Blue Owl Capital is grappling with a wave of investor capital withdrawals.

Record-breaking OpenAI Forecasts

Sam Altman's company is targeting $280 billion in revenue by 2030, which would require doubling its scale each year.

Blue Owl Capital Crisis

Shares of the private credit giant are losing value after withdrawal limits were imposed, raising concerns about the stability of the entire debt market.

Japan's Economic Revival

After decades of stagnation, Japan is attracting private capital thanks to corporate reforms and a change in business culture.

Infrastructure Investments

OpenAI plans to contract 10 GW of power, making the company one of the world's largest energy consumers.

The American artificial intelligence giant OpenAI has outlined a financial vision that assumes an unprecedented scale of operations. According to confidential information shared with investors, the company expects its revenue to reach $280 billion in five years. This growth is expected to be stimulated almost equally by the consumer segment and enterprise solutions. However, such dynamic development requires gigantic infrastructure investments. The company estimates that by 2030 it will spend a total of about $600 billion on computing power. This strategy includes utilizing the upcoming Vera Rubin platform from Nvidia and securing energy supplies of around 10 GW for data centers. While the technology sector looks to the future with optimism, financial markets are facing turbulence. Blue Owl Capital, one of the leaders in the private credit market, has recorded significant stock value declines. The cause is the limitation of withdrawals from one of its retail client funds, which has sparked nervousness across the alternative asset management sector. To calm the mood, Blue Owl sold a loan portfolio worth $1.4 billion to pension funds and its own insurance arm. Meanwhile, firms Saba Capital and Cox Capital are preparing an offer to buy shares in Blue Owl funds at discounts reaching 20-35%. The artificial intelligence sector has become a main driver for stock market indices since ChatGPT's debut in November 2022, sparking an arms race for hardware and energy resources. In Asia, we observe optimistic signals from Japan. Experts from Apollo Global Management indicate that after three decades of stagnation, the Japanese economy is entering a recovery phase. Corporate governance reforms and the return of inflation are forcing local companies to manage capital more efficiently and open up to partnerships with startups. This evolution is attracting foreign investors, who see Japan as a new growth opportunity amid changes in the global financial market.„Japan has learned difficult lessons from three decades of economic stagnation and is ready for a powerful comeback.” — Marc Rowan600 bln USD — OpenAI to spend on technology by 2030OpenAI: Total computing expenses: 600, Target annual revenue: 280[{"aspect": "Stock listings", "before": "Stable growth", "after": "36% decline in 2025"},{"aspect": "Fund liquidity", "before": "Full withdrawal availability", "after": "Limitations for retail clients"},{"aspect": "Unit valuation", "before": "Full NAV value", "after": "Buyout offers at 20-35% discount"}]

Mentioned People

  • Marc Rowan — CEO of Apollo Global Management
  • Sam Altman — CEO of OpenAI
  • Boaz Weinstein — Founder of Saba Capital Management
  • Hiromi Yamaji — CEO of Japan Exchange Group