OpenAI’s Growth Projections: Booming Success or Financial Bubble?

One of the world’s largest financial conglomerates, HSBC Holdings, forecasts that the development of OpenAI in the coming years will be accompanied by hundreds of billions of dollars in loans. It is expected that over the next five years, the company will lease data centers amounting to $792 billion, with this sum increasing to $1.4 trillion by 2033. All this will need to be financed somehow.

HSBC analysts anticipate that by 2030, the number of OpenAI users will reach 3 billion, approximately 44% of the world’s adult population, excluding China. It is projected that about 10% of chatbot users will be paying for these services by then. Thanks to such paid subscriptions, along with advertising, AI agency services, and other commercial initiatives, OpenAI is expected to receive approximately 56% of all consumer AI revenue in 2030, totaling $129 billion, according to the source’s forecasts. Revenue from corporate AI solutions across the market will amount to $386 billion, and OpenAI’s market share will be 37%. Consequently, the corporation’s total cash flow by 2030 will amount to $282 billion, plus several billion from Nvidia, AMD, and other partners. Ultimately, OpenAI will face a funding shortfall of $207 billion. This forecast seemingly does not consider the potential that the so-called AI bubble could burst before 2030, but that may not necessarily be a concern.