The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

OpenAI → unnamed vendor(s)

$600.0B (estimate) — CNBC reported on February 20, 2026, citing people familiar with the matter, that OpenAI is telling investors it is now targeting roughly $600 billion in total compute spend by 2030 (a projected figure, stated as 'roughly'), months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

low confidence · as of 2026-02-20T00:00:00Z ·

$600.0B (estimate) — CNBC reported on February 20, 2026, citing people familiar with the matter, that OpenAI is telling investors it is now targeting roughly $600 billion in total compute spend by 2030 (a projected figure, stated as 'roughly'), months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)


the working

Basis

$600.0B (estimate) — CNBC reported on February 20, 2026, citing people familiar with the matter, that OpenAI is telling investors it is now targeting roughly $600 billion in total compute spend by 2030 (a projected figure, stated as 'roughly'), months after CEO Sam Altman touted $1.4 trillion in infrastructure commitments. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

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