OpenAI’s Financial Situation Will Cause a Nauseating Sensation in the Pit of Your Stomach
Victor Tangermann
created: Nov. 28, 2025, 5:45 p.m. | updated: Dec. 8, 2025, 5:32 p.m.
That’s despite only a third of the total contracted amount of 36 gigawatts actually scheduled to come online before 2030.
That’s more naysaying from HSBC, by the way, which expects OpenAI’s consumer market share to drop substantially by the end of the decade.
According to HSBC, the company will need to reach three billion ChatGPT users by 2030, a steep goal considering userbase growth is already plateauing.
If things were to go south, HSBC suggests that OpenAI will end up changing its data center commitments.
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