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OpenAI to spend $100B on backup servers in five-year cloud push

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OpenAI plans to spend $100 billion over the next five years renting backup servers from cloud providers, according to The Information. The investment comes on top of the $350 billion the company has already projected for server rentals between now and 2030, underscoring the massive infrastructure costs of training and deploying advanced AI systems.

The spending spree reflects the global race for scarce computing capacity, benefiting cloud giants and chipmakers as AI developers scramble to secure the hardware needed to train and run ever-larger models. With backup capacity included, OpenAI expects to average $85 billion annually on server rentals over the next five years.

Executives told shareholders the servers are “monetizable,” meaning they could generate additional revenue not yet included in forecasts—either by enabling new research breakthroughs or handling spikes in product demand. Even so, OpenAI is projected to burn about $115 billion in cash through 2029, as it scales infrastructure to match the ambitions of ChatGPT and future AI models.

The enormous outlays highlight both the intensity of the AI arms race and the risks: investors are betting that today’s infrastructure bets will translate into tomorrow’s breakthroughs and revenue streams.

OpenAI and Nvidia to Back Billions in UK Data Center Investments – Bloomberg

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OpenAI and Nvidia plan to announce major support for billions of dollars in UK data center projects next week, according to a Bloomberg report citing people familiar with the matter. The initiative will be carried out in partnership with London-based Nscale Global Holdings.

High-Profile Visit

  • Sam Altman (OpenAI CEO) and Jensen Huang (Nvidia CEO) are expected to be in the UK as part of a U.S. tech delegation coinciding with President Donald Trump’s visit.

  • Several other U.S. firms are also preparing to unveil tens of billions of dollars in UK investments during the trip.

Strategic Importance

The planned data center buildout reflects soaring demand for AI and cloud infrastructure, as companies worldwide race to secure computing power for advanced machine learning applications.

Silence From Stakeholders

  • Nvidia declined to comment.

  • OpenAI, Nscale Global, the White House, and Downing Street did not immediately respond to Reuters requests for comment.

If confirmed, the pledge would mark one of the largest U.S. tech investments in the UK’s digital infrastructure, reinforcing Britain’s bid to position itself as a hub for AI innovation and cloud expansion.

U.S. Data Center Construction Hits Record $40 Billion Amid AI Boom

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Construction spending on U.S. data centers hit a record $40 billion at a seasonally adjusted annual rate in June, according to a new report from the Bank of America Institute. The surge reflects the massive capital pouring into AI infrastructure by major technology companies.

By the Numbers

The $40 billion figure represents a 30% jump from last year, following an even steeper 50% surge in 2024, based on U.S. Census Bureau data.

Why It Matters

The explosive growth of generative AI and machine learning has triggered an unprecedented demand for computing power. Tech giants including Microsoft, Alphabet, and Amazon are investing billions to expand their hyperscale data centers, enabling them to run AI workloads at scale. This infrastructure boom has also fueled record sales for Nvidia, whose GPUs power much of the AI ecosystem and now account for the bulk of its revenue.

Key Quotes

“Hyperscalers are a big part of the increased demand for power, but they’re not the whole picture,” Bank of America Institute economists led by Liz Everett Krisberg noted.
They emphasized that much of the projected growth in U.S. electricity demand through 2030 will also come from EV adoption, industrial reshoring, building electrification, and heating systems — highlighting how AI-driven infrastructure is just one force in a broader energy transformation.