OpenAI Signs $288B Cloud Deals, Faces $207B Funding Gap Through 2030

OpenAI has committed to $288 billion in cloud computing contracts with Microsoft and Amazon, securing 36 gigawatts of capacity, according to HSBC analysis. The firm projects the company will need to raise an additional $207 billion by 2030 to cover costs, even after accounting for projected revenues and existing financing options. Only one-third of the contracted capacity is expected to become operational by 2030, though payment obligations remain in effect regardless of deployment timelines.