HSBC says OpenAI faces huge cloud bill despite paid-user boom
OpenAI could reach 220 million paid ChatGPT users by 2030, according to The Information, representing 8.5% of a projected 2.6 billion weekly users. But HSBC warned expenses may overwhelm revenue, estimating $620 billion in data-centre rental costs versus $129 billion in 2030 revenue. Analysts say aggressive AI investment is fuelling fresh concerns about a market bubble.