The Information's TITV OpenAI's $115B Cash Burn, Nuclear Energy for AI & Trump's Tech Dinner | Sep 8, 2025
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Sep 8, 2025 Matt Loszak, CEO of Aalo Atomics and an innovator in nuclear energy, shares insights on the future of nuclear power in supporting the AI boom. He discusses the urgent energy demands of AI and the potential nuclear solutions. The conversation also touches on OpenAI's staggering cash burn and revenue growth predictions, and a crucial tech dinner hosted by Trump that explores the relationship between technology and policy. Legal challenges faced by AI companies, including Anthropic's notable settlement, are also a topic of interest.
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OpenAI's Revenue Rise And Massive Burn
- OpenAI projects much higher revenue but also a dramatic increase in cash burn, now estimated at $115 billion through 2029.
- The company expects faster ChatGPT growth to drive revenue but delays profitability to around 2030.
Compute And Data Drive Costs
- Compute and R&D/data costs are the main drivers of OpenAI's increased spending and near-term burn.
- OpenAI expects ChatGPT's rapid user growth to supply much of the higher revenue needed to offset costs.
ChatGPT Is Core To Profitability Timeline
- OpenAI forecasts cash-flow positivity by 2030 driven largely by ChatGPT monetization and new products.
- They project roughly $70 billion more revenue over six years versus prior estimates because of faster ChatGPT adoption.