OpenAI has revised its long-term financial projections, targeting $280 billion in annual revenue by 2030 while tempering its projected compute spend to $600 billion. The adjustment comes as the AI leader prepares for a massive new funding round to fuel its unprecedented infrastructure requirements.
Nvidia is restructuring its massive commitment to OpenAI, shifting from a $100 billion multi-year compute partnership to a $30 billion direct equity investment. This move comes amid a broader $100 billion funding round that could value the AI leader at over $830 billion.
A growing rift between the Department of Defense and Anthropic highlights the friction between military operational needs and Silicon Valley’s AI safety protocols. Defense officials argue that Anthropic’s 'Constitutional AI' filters could hinder national security applications, marking a critical turning point for dual-use AI startups.
Union Minister Ashwini Vaishnaw has announced a massive $200 billion investment target for India's AI infrastructure, focusing on compute, data, and energy layers. This initiative, complemented by a $17 billion commitment for deep tech, aims to position India as a sovereign AI leader for the Global South.