Microsoft’s Satya Nadella asserted that OpenAI has exceeded every business plan presented by Microsoft, highlighting strong partner performance.

The discussion highlighted the tension between rapid revenue growth and heavy computing infrastructure spend, with OpenAI aiming to become a leading AI cloud and expand consumer devices and AI-enabled scientific automation.

Altman’s projections represent one of the boldest revenue forecasts in AI, signaling an aggressive expansion strategy amid growing demand for AI services.

There’s investor interest in OpenAI shares, with jokes about finding a buyer and warnings to readers who doubt OpenAI’s viability to consider shorting the stock.

Despite rapid revenue growth, there have been substantial losses, including a reported quarterly charge that could imply a multi-billion-dollar loss in a single period.

While ambitious, Altman reiterates there is no definite IPO date or timetable, keeping the public offering open-ended.

OpenAI CEO and investor chatter suggests OpenAI’s annual revenue is far above the widely cited $13 billion figure, potentially reaching $100 billion by the end of the decade as growth from ChatGPT and AI cloud services accelerates.

Altman argues that revenue growth from ChatGPT, AI cloud offerings, and consumer devices could become major drivers, underpinning a rapid expansion plan.

He defends a planned, massive infrastructure push—worth about $1.4 trillion over time—by pointing to current revenue momentum that justifies the scale.

The interview has drawn intense attention from fans and investors about OpenAI’s potential to reshape AI and the broader tech landscape.

He playfully invites skeptics to short the stock and “get burned” if OpenAI goes public, while acknowledging he’s not ideally suited to run a public company.

OpenAI has expanded its infrastructure through partnerships with Nvidia, Broadcom, and Oracle to strengthen AI cloud capabilities.

Microsoft, as OpenAI’s largest backer, has discussions about rising demand for AI tools like ChatGPT and Copilot, underscoring ongoing collaboration.

Altman points to upcoming consumer AI devices and the broader potential of AI to automate scientific work as additional revenue streams.

Speculation about an IPO resurfaced during the conversation, but Altman denied a specific timeline or any committed plan to go public.