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Strategies & Market Trends : World Outlook

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From: Les H	11/25/2025 6:48:07 PM
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OpenAI signed $288B in cloud contracts with Microsoft and Amazon, locking in 36GW of compute power Story by Jai Hamid OpenAI has locked itself into $288 billion worth of cloud compute deals and now needs to raise another $207 billion by the end of 2030 to stay in the game, according to HSBC’s US software and services team. The eye-watering figure comes after two major compute rental agreements were disclosed; $250 billion from Microsoft in late October and $38 billion from Amazon just days later. The deals boosted OpenAI’s total contracted compute power to 36 gigawatts, adding four more on top of what it had already committed to. That capacity won’t even fully come online before 2030. Only a third of that 36GW is expected to be deployed by the end of the decade. But OpenAI will still have to pay up. HSBC says it’s looking at an annual data center rental bill of around $620 billion, with the total value of all these deals climbing toward $1.8 trillion. OpenAI signed $288B in cloud contracts with Microsoft and Amazon, locking in 36GW of compute power

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