OpenAI To Scale Up AI Compute Capacity To A Whopping 30GW By 2030, Far Surpassing The Competition

OpenAI says it plans to expand AI compute capacity to 30GW by 2030, up from about 1.9GW in 2025.

The target reflects surging demand since ChatGPT's launch and intensifying competition for AI infrastructure.

A buildout of this size could sharply increase demand for chips, memory, and power infrastructure.

The move may reshape semiconductor investment plans and tighten supply across the AI hardware chain.