On the surface, OpenAI appears to be the epitome of success: soaring growth, billions in revenue, and a dominant position in the AI market. However, beneath this success story, a more unstable narrative unfolds. The company is spending at a rate that could potentially shake the entire tech ecosystem.
Chatgpt Propels Openai to New Heights with One Successful Product
In just two years, OpenAI has transformed from a bold startup to an economic giant. Founded by Sam Altman as a nonprofit, the company now boasts a valuation of over $500 billion.
According to the Financial Times, it now generates $13 billion in annual revenue, up from an estimated $10 billion in May 2025. This astonishing leap is predominantly driven by 70% of subscriptions to ChatGPT Plus, a paid model at €23 per month embraced by 40 million users.
The most impressive part? This revenue comes from a single product, with no advertising or hardware sales involved. In a saturated digital landscape, OpenAI has established its business model rapidly, while even the giants of Silicon Valley are still trying to find their footing.
To Sustain Its Growth, Openai Is Making Unprecedented Investments
However, this financial triumph conceals a colossal drawback. In order to support the exponential growth of its AI models, OpenAI plans to invest $1 trillion by 2035. This staggering amount is primarily allocated for building a massive computing infrastructure.
The company has already secured 26 gigawatts of computing power—equivalent to multiple nuclear power plants—from partners like NVIDIA, Oracle, AMD, and Broadcom. This capacity will power millions of servers needed for training its AI, already surpassing the capabilities of established cloud providers like AWS, Azure, or Google Cloud.
But such a level of spending raises a critical question: how long can this race for expansion last?
Openai Must Diversify to Avoid Economic Collapse
To prevent its growth from becoming a sinkhole, OpenAI has no choice but to diversify. The company is exploring new markets, including government contracts, e-commerce services, video on demand, and even the development of physical products.
Among its most advanced projects is Stargate: a mega data center based in Texas, co-financed by the U.S. government to the tune of $500 billion. This site is expected to become the largest AI-dedicated computing network in the world. It will serve not only to train future in-house models but also to provide power to other market players.
This strategy could position OpenAI as a new indispensable infrastructure provider, on par with cloud giants. However, the growing market dependence on this company raises concerns among observers.
Global Dependence on Openai Could Undermine the Entire Tech Sector
Currently, too many players are reliant on OpenAI’s well-being: institutional investors, chip manufacturers, AI competitors. A potential setback would not only impact the company but also the entire tech market.
Wall Street is beginning to express concern. If OpenAI were to experience a sudden slowdown, it could make the entire Nasdaq wobble. The memories of past disappointments related to WeWork, Theranos, or more recently, Meta’s metaverse still linger.
Today, OpenAI stands as both a locomotive and a ticking time bomb. Its rapid ascent is just as fragile, closely monitored by the markets. Tech history has shown that no success story is eternal.
