JAKARTA - OpenAI has set an ambitious target to achieve AI computing capacity of 30 gigawatt (GW) by 2030. This is a major leap from the initial position of around 1.9 GW in 2025. This step marks a significant acceleration in the global race to build a massive artificial intelligence infrastructure.
The company behind ChatGPT has previously targeted a capacity of 10 GW as an interim stage, of which more than 8 GW of infrastructure has been secured to date.
For comparison, other players such as Amazon and Anthropic are targeting capacities of around 6 GW in the near future. OpenAI's ambition of reaching 30 GW clearly puts it on a much more aggressive path.
However, reaching this figure is not just adding servers. The scale of this project demands a major transformation in the global semiconductor and energy industries. OpenAI is estimated to need to encourage the development of new power plants, chip factory expansion, to the redesign of modern data centers.
A number of recent patents show that OpenAI is developing a special AI chip with a higher bandwidth memory capacity (HBM) than the current standard. However, the global technology industry itself is still facing HBM supply constraints, prompting manufacturers such as Samsung and SK Hynix to accelerate the construction of new facilities.
This big ambition also has a domino effect on consumers. The surge in AI computing needs has the potential to put pressure on global supply chains, which were previously affected by the AI boom. In recent years, the prices of devices such as smartphones, PCs, and game consoles have started to rise due to increased demand for components.
In other words, this "gold rush" of AI computing is not just about who is the most advanced, but also who is able to manage global resources without making the price of everyday technology more unaffordable.
If the target of 30 GW is achieved, OpenAI has the potential to become the backbone of the world's AI infrastructure.
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