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OpenAI has set a target of 30 GW of AI compute capacity by 2030, a 16-fold increase from 2025 levels, underscoring mounting pressure on the global semiconductor industry and supply chains.
Just one day after Amazon and Anthropic announced plans to build 6 GW of AI compute capacity this year, OpenAI disclosed an even larger goal. The company said that since the launch of ChatGPT, both its revenue and computing resources have grown rapidly, reflecting rising demand from users and businesses worldwide.
In 2025, OpenAI operated around 1.9 GW of compute capacity. Earlier last year, it pledged to reach 10 GW, with more than 8 GW already supported by defined supply sources. The new target raises the plan to 30 GW by 2030, representing a 16-fold increase over five years.
Reaching 30 GW will require a large volume of AI chips. OpenAI has recently filed patents for a self-developed AI chip design that integrates multiple memory stacks (HBM) at once, exceeding what is available in products currently on the market. This chip line is expected to be central to the expansion plan.
A key constraint is HBM (high-bandwidth memory), which is currently in severe shortage. Samsung and SK Hynix are racing to build additional plants to increase output, while the broader semiconductor industry is expected to pivot toward new infrastructure, additional power capacity, and workforce expansion worldwide.
The AI investment wave is affecting major technology groups. Surging demand for AI chips is pushing up component prices, which can raise the cost of consumer products such as smartphones, personal computers, and gaming devices.
At the same time, the semiconductor industry must supply AI data centers while also maintaining enough capacity for a larger consumer market—an imbalance that the article describes as having no simple solution.
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