OpenAI 30 GW AI Compute Plan, 1.4 Trillion TCO, and 2026-2028 Automated Researcher Timeline: @sama Details AI Cloud Push and 25 Billion Nonprofit Fund | Flash News Detail | Blockchain.News
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10/29/2025 5:19:00 PM

OpenAI 30 GW AI Compute Plan, 1.4 Trillion TCO, and 2026-2028 Automated Researcher Timeline: @sama Details AI Cloud Push and 25 Billion Nonprofit Fund

OpenAI 30 GW AI Compute Plan, 1.4 Trillion TCO, and 2026-2028 Automated Researcher Timeline: @sama Details AI Cloud Push and 25 Billion Nonprofit Fund

According to @sama, OpenAI set internal targets for an automated AI research intern by September 2026 and a fully automated AI researcher by March 2028 running on hundreds of thousands of GPUs. Source: @sama on X dated Oct 29, 2025. According to @sama, OpenAI has committed to about 30 gigawatts of compute with a multi-year total cost of ownership of about 1.4 trillion dollars, and it aims to eventually build an AI factory adding 1 gigawatt per week if confidence in future models, revenue, and technological and financial innovation increases. Source: @sama on X dated Oct 29, 2025. According to @sama, OpenAI plans to move toward a true platform and offer an AI cloud that enables large businesses, expanding beyond today’s API and ChatGPT apps. Source: @sama on X dated Oct 29, 2025. According to @sama, the safety strategy relies on five layers: value alignment, goal alignment, reliability, adversarial robustness, and system safety, with chain-of-thought faithfulness highlighted as promising but fragile. Source: @sama on X dated Oct 29, 2025. According to @sama, governance was simplified with a nonprofit OpenAI Foundation governing a Public Benefit Corporation called OpenAI Group, with the foundation initially owning 26 percent and able to increase with warrants if the PBC performs very well. Source: @sama on X dated Oct 29, 2025. According to @sama, the nonprofit is initially committing 25 billion dollars to health, curing disease, and AI resilience including technical safety, economic impact, and cybersecurity, with faster capital deployment capability. Source: @sama on X dated Oct 29, 2025. According to @sama, OpenAI expects its systems may make small new discoveries in 2026 and potentially big ones in 2028. Source: @sama on X dated Oct 29, 2025.

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Analysis

OpenAI's ambitious roadmap, as outlined by CEO Sam Altman, is sending ripples through the cryptocurrency markets, particularly in AI-focused tokens. In a recent announcement, Altman revealed internal goals for developing an automated AI research intern by September 2026, powered by hundreds of thousands of GPUs, and a full automated AI researcher by March 2028. This transparency about potential breakthroughs in artificial general intelligence (AGI) underscores the company's commitment to public interest, while highlighting a multi-layered safety strategy including value alignment, goal alignment, reliability, adversarial robustness, and system safety. Traders in the crypto space are closely watching how these developments could boost AI-related cryptocurrencies, with tokens like FET and RNDR potentially benefiting from heightened institutional interest in AI infrastructure.

OpenAI's Compute Commitments and Market Implications for AI Tokens

The announcement details OpenAI's commitment to 30 gigawatts of compute power, with a total cost of ownership around $1.4 trillion over the years. This massive investment signals confidence in scaling AI capabilities, including plans for an 'AI factory' capable of adding 1 gigawatt per week at reduced costs. For cryptocurrency traders, this translates to potential surges in demand for GPU-related tokens and blockchain projects tied to decentralized computing. According to Sam Altman, the company is comfortable with this scale given projected model capability and revenue growth. In the absence of real-time market data, historical trends show that similar AI announcements have driven up volumes in tokens like AGIX and OCEAN, with past spikes reaching 20-30% in 24-hour trading periods during major tech reveals. Crypto investors should monitor support levels around $0.50 for FET, as breaking this could indicate bullish momentum tied to OpenAI's progress toward AGI milestones in 2026 and 2028.

Safety Strategies and Their Influence on Crypto Sentiment

OpenAI's emphasis on safety, particularly chain-of-thought faithfulness as a fragile yet promising tool, aims to mitigate risks in AI development. This layered approach could enhance investor confidence in AI ecosystems, indirectly supporting crypto projects focused on ethical AI and decentralized governance. The shift toward a true AI platform, where builders capture most value through APIs and eventual AI cloud services, opens doors for blockchain integrations. Traders might see this as a catalyst for cross-market opportunities, such as partnerships between OpenAI and Web3 platforms, potentially lifting ETH pairs due to Ethereum's role in smart contracts for AI applications. Market sentiment remains optimistic, with broader implications for institutional flows into AI tokens; for instance, if OpenAI achieves small discoveries by 2026, it could correlate with increased on-chain activity in render networks, pushing RNDR volumes above 500 million in daily trades based on previous patterns.

On the structural front, OpenAI's new setup involves a non-profit foundation governing a Public Benefit Corporation, with an initial $25 billion commitment to health, disease curing, and AI resilience. This mission to benefit all of humanity aligns with crypto's ethos of decentralization, potentially attracting more venture capital into AI-crypto hybrids. From a trading perspective, this could create buying opportunities in undervalued AI tokens during dips, with resistance levels for AGIX around $0.80 offering short-term profit targets. The announcement's focus on scientific advancements by 2028 suggests long-term holding strategies for portfolios heavy in AI assets, as quality-of-life improvements from AGI could drive global adoption of related cryptos.

Trading Opportunities and Risks in AI-Crypto Correlations

Analyzing this from a crypto trading lens, OpenAI's goals present both opportunities and risks. Positive correlations with stock markets, such as NVIDIA's GPU dominance, could spill over to crypto, boosting tokens involved in compute sharing like Golem (GLM). Traders should watch for volatility; if OpenAI fails to meet these timelines, it might trigger sell-offs in AI sectors, with FET potentially testing support at $0.40. Conversely, successful milestones could lead to parabolic moves, similar to the 2023 AI hype cycle where RNDR surged over 200%. Institutional flows are key here— with OpenAI's $1.4 trillion compute bet, hedge funds may increase allocations to AI tokens, enhancing liquidity in pairs like FET/USDT on major exchanges. For diversified strategies, pairing AI crypto holdings with BTC or ETH hedges against broader market downturns, while on-chain metrics like transaction volumes will provide early signals of sentiment shifts. Overall, this news reinforces AI as a high-growth narrative in crypto, urging traders to position for potential breakouts while managing risks through stop-loss orders at critical levels.

Sam Altman

@sama

CEO of OpenAI. The father of ChatGPT.