OpenAI reportedly lowers 2030 compute spending target to about $600 billion
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Reported to have lowered its 2030 compute spending target to about $600 billion
Why it matters
The first official signal of a slowdown in the capital spending cycle
Source — Primary sources first; secondary reports are labelled “Press”
Presscnbc.comhttps://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.htmlAdded in Week 35, 2026 · See that week
On the map — ⑬ Compute Economics line
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