--- title: "Société Générale analyzes OpenAI's new spending plan: the computing power investment roadmap is clear, benefiting Microsoft and Oracle" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276677820.md" description: "Analysts at BNP Paribas stated that OpenAI's updated capital expenditure plan for AI infrastructure will benefit Microsoft and Oracle. OpenAI plans to invest $600 billion in computing power by 2030, with a revenue target of $280 billion by 2030. Analysts believe this update reduces the risks faced by Microsoft and Oracle and may fulfill the initially proposed $1.4 trillion infrastructure commitment" datetime: "2026-02-24T03:27:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276677820.md) - [en](https://longbridge.com/en/news/276677820.md) - [zh-HK](https://longbridge.com/zh-HK/news/276677820.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276677820.md) | [繁體中文](https://longbridge.com/zh-HK/news/276677820.md) # Société Générale analyzes OpenAI's new spending plan: the computing power investment roadmap is clear, benefiting Microsoft and Oracle According to the Zhitong Finance APP, the equity research department of BNP Paribas stated that OpenAI's updated capital expenditure plan for artificial intelligence (AI) infrastructure is favorable for large-scale cloud service providers Microsoft (MSFT.US) and Oracle (ORCL.US). Reportedly, OpenAI plans to invest a total of $600 billion in computing power by 2030. OpenAI CEO Sam Altman stated back in October last year that the company plans to invest up to $1.4 trillion in infrastructure by 2033. BNP Paribas analyst Stefan Slowinksi mentioned in an investor report: "In our view, these revisions do not necessarily reflect that OpenAI has become more restrained. On the contrary, the updated forecast is generally consistent with the previously announced $1.4 trillion infrastructure commitment by 2033, and capital expenditures remain significantly concentrated after 2030. Considering that OpenAI may plan to invest over $200 billion annually in computing power by 2030, our rough calculations suggest that the initially proposed $1.4 trillion scale is still achievable." BNP Paribas believes that this update generally paints a positive outlook for OpenAI's major supporter Microsoft and its main infrastructure partner Oracle. Stefan Slowinksi pointed out: "With a clearer cash consumption outlook and OpenAI's financing of over $100 billion nearing completion (after which an additional $80 billion may be needed to achieve free cash flow breakeven), we believe this reduces the counterparty risk that Microsoft and Oracle face from OpenAI in the short term. OpenAI's updated revenue expectations (with a 2030 target of $280 billion, up from the previous $200 billion mainly from enterprise business) also imply that if OpenAI can achieve its goals, Microsoft should be able to gain an additional $12 billion in revenue sharing by fiscal year 2030 (4% higher than market consensus). However, despite OpenAI's plans to significantly increase its computing power budget in the short term, it remains unclear whether Microsoft and Oracle will directly benefit from this additional expenditure, especially in light of Amazon's (AMZN.US) reported participation in this round of financing." ### 相关股票 - [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md) - [Oracle (ORCL.US)](https://longbridge.com/zh-CN/quote/ORCL.US.md) - [OpenAI (OpenAI.NA)](https://longbridge.com/zh-CN/quote/OpenAI.NA.md) - [Direxion Daily MSFT Bull 2X Shares (MSFU.US)](https://longbridge.com/zh-CN/quote/MSFU.US.md) - [YieldMax MSFT Option Income Strategy ETF (MSFO.US)](https://longbridge.com/zh-CN/quote/MSFO.US.md) - [T-Rex 2X Long Microsoft Daily Target ETF (MSFX.US)](https://longbridge.com/zh-CN/quote/MSFX.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [Defiance Daily Target 2X Long ORCL ETF (ORCX.US)](https://longbridge.com/zh-CN/quote/ORCX.US.md) - [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [GraniteShares 2x Long MSFT Daily ETF (MSFL.US)](https://longbridge.com/zh-CN/quote/MSFL.US.md) ## 相关资讯与研究 - [BREAKINGVIEWS-OpenAI's AGI chase is tricky concept and contract](https://longbridge.com/zh-CN/news/279204413.md) - [Minecraft World to Open at UK Theme Park in 2027; Microsoft Gaming, Merlin Entertainments Execs Reveal First Details on $70 Million Project](https://longbridge.com/zh-CN/news/280028652.md) - [OpenAI expected to notify staff about strategy changes in coming weeks - WSJ](https://longbridge.com/zh-CN/news/279339086.md) - [Microsoft-Backed OpenAI Finalizing Plan to Shift Focus on Coding, Business Areas](https://longbridge.com/zh-CN/news/279394399.md) - [Microsoft announces Copilot leadership update - blog](https://longbridge.com/zh-CN/news/279457472.md)