2026-02-21
TLDR Revenue: — OpenAI bumped its 5-year revenue forecast up by ~27%. — Last year's revenue tripled to $13.1B (beating projections by $100M). — New targets: $30B this year, $62B next year. — Consumer sales should double to $17B this year and hit $150B by 2030 (>50% of total
CNBC
Sources: OpenAI is telling investors it's targeting ~$600B in total compute spend by 2030, months after Sam Altman touted $1.4T in infrastructure commitments
OpenAI is telling investors that it's now targeting roughly $600 billion in total compute spend by 2030, months …
2025-10-28
Direct quote from PDF: > OpenAI proposes a “Classified Stargate” initiative to help meet this need—mobilizing private capital alongside government partners to establish accredited, classified data centers purpose-built for government AI.
CNBC
OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil”
mobilizing private capital alongside government partners to establish accredited, classified data centers purpose-built for government AI. Bluesky: Nitish Pahwa / @nitishpahwa.com ...
Important and easy to overlook: > Through special voting and governance rights held solely by the OpenAI Foundation, the OpenAI Foundation appoints all members of the board of directors of OpenAI Group and can replace directors at any time. > the OpenAI Foundation (new name of
OpenAI
OpenAI completes its recapitalization, “simplifying” its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit
OpenAI has completed its recapitalization, simplifying its corporate structure. The nonprofit remains in control …
2025-07-20
Asked Agent to help me guess what's next in line for OAI to flex: — Physics IPhO, Jul 24 — Economics IEO, Jul 29 — International Mathematics Competition for University Students (IMC), 3 Aug — IOI Aug 3 — Constraint‑Solver Competition, Aug 15 — ICPC Finals, Sen 5 lookin👀
@alexwei_
[Thread] An OpenAI researcher says the company's latest experimental reasoning LLM achieved gold medal-level performance on the 2025 International Math Olympiad
1/N I'm excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world's most pres...
2025-04-05
@sama sama what about o3 pro? we don't need mini models, we want them to be KNOWLEDGEABLE
TechCrunch
Sam Altman says OpenAI plans to release o3 and o4-mini “after all”, followed by GPT-5 “in a few months”, citing challenges to “smoothly integrate everything”
Kyle Wiggers / TechCrunch :