OpenAI CEO Sam Altman confirmed that the company expects to close 2025 with more than $20 billion in annual recurring revenue and has accumulated roughly $1.4 trillion in data center and infrastructure commitments over the next eight years as it accelerates global AI expansion. The clarification follows comments by CFO Sarah Friar, who retracted earlier remarks about potential U.S. government loan guarantees. Altman said that OpenAI is not seeking or relying on government backstops, reaffirming that taxpayers should not bear corporate risk.
OpenAI’s spending commitments reflect its rapid growth and new revenue opportunities in enterprise AI, consumer devices, robotics, and scientific discovery, alongside long-term plans to become a cloud compute provider. The company, which now serves more than one million business customers, continues to pursue additional equity and financing options to support its data and compute buildouts while maintaining independence from government intervention.