If you don’t have 100,000 million, or try

OpenAI He has reviewed his spending projections until 2029: It will burn 115,000 million dollars, 80,000 million more than expected.

Why is it important. This astronomical figure reveals two brutal realities about the AI ​​career.

1. The cost of training models and maintaining the infrastructure has exploded beyond any forecast.
2. Openai is raising such a high entry barrier that only technological giants or companies with unlimited access to capital can compete.

In perspective. The 115,000 million Openai pale before what they plan to spend their competitors. Only in 2025:

• Goal will invest 70,000 million.
• Microsoft will disburse 80,000 million.
• Amazon will reach 100,000 million.

Among the three will add 250,000 million in a single year, more than double what Openai projects to spend on five. Of course they are giants that allocate the income of their main businesses (advertising, cloud, electronic commerce, etc.) to invest in AI. Openai is in another category.

The money trail. Openai has gone from projecting an expense of 6,500 million this year to more than 8,000 million. Next year the figure will double up to 17,000 million, 10,000 million more than estimated. By 2027 it will reach 35,000 million annually and in 2028 the 45,000 million.

The company is trying to control these exorbitant costs developing their own chips with Broadcom And building own data centers instead of renting capacity in the cloud.

Yes, but. Openai faces an existential dilemma. You need to continue raising increasing financing rounds to keep the expense rhythm, with Valuations that already range between 300,000 and 500,000 million dollars. Any stumbling block or adoption could cause a downward round that would be devastating.

Meanwhile, Microsoft, Meta and Amazon can burn this money without blinking. They have huge cash flows of their main businesses and unlimited access to capital markets.

The threat. He Stargate project Openai with Oracle and Softbank, valued in up to half a billion dollars, reflects the scale of the bets. But even with these partners, OpenAi depends on external investors while their competitors finance the race with their own benefits.

What is happening. The industry has entered a phase where only the financial muscle matters. It is not so much a technological career and economic resistance. OpenAi can have The best model Today, but Microsoft has business distribution, goal has 3,000 million users and Amazon dominates cloud infrastructure.

The 115,000 million Openai have set the minimum entrance price to the elite AI club. It is a clear message to the rest of the sector: if you cannot afford to lose 100,000 million dollars, you don’t even bother to try.

In Xataka | We have calculated how much money the Big Tech are being spent on data centers. The numbers are dizzy

Outstanding image | Xataka