OpenAI will require roughly $207 billion in additional financing by 2030 to meet its long-term data-center and hardware commitments, according to new analysis from HSBC’s US software and services team.

The bank cited reporting from the Financial Times showing OpenAI has signed or announced deals worth $1.4 trillion tied to its planned Stargate-class data centers and global compute build-out. While HSBC raised its revenue forecasts for the company by four percent, analysts said a substantial funding gap remains.

“One unknown parameter is the flexibility that OpenAI may have to adjust its commitment vs effective demand or financial capacity,” the report noted, adding that capital injections, debt, or higher-than-expected revenue could narrow the gap.

HSBC projects ChatGPT usage to reach three billion regular users by 2030, up from about 800 million today. It also expects enterprise API demand and subscription uptake to grow significantly.
“The most exposed partners to OpenAI success or failure under our coverage are Oracle, Microsoft, Amazon, Nvidia, and AMD, and so is SoftBank, given its 11 percent stake in OpenAI,” the report said.
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