大幅下调！AI，突传重磅消息！

券商中国02-21

AI巨头，踩刹车了！　　据最新消息，OpenAI已大幅下调算力建设支出目标至6000亿美元，该金额较此前宣称的1.4万亿美元基础设施承诺大幅缩水。　　另外，数据显示，2025年OpenAI的营收为131亿美元。OpenAI最新预计，其2030年总收入将超过2800亿美元。　　OpenAI下调算力支出目标　　据CNBC报道，数月前，OpenAI的创始人兼CEO萨姆·奥尔特曼曾吹嘘1.4...

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href=https://finance.sina.com.cn/roll/2026-02-21/doc-inhnqkze8084825.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI巨头，踩刹车了！\n　　据最新消息，OpenAI已大幅下调算力建设支出目标至6000亿美元，该金额较此前宣称的1.4万亿美元基础设施承诺大幅缩水。\n　　另外，数据显示，2025年OpenAI的营收为131亿美元。OpenAI最新预计，其2030年总收入将超过2800亿美元。\n　　OpenAI下调算力支出目标\n　　据CNBC报道，数月前，OpenAI的创始人兼CEO萨姆·奥尔特曼曾吹嘘1.4...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-02-21/doc-inhnqkze8084825.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVIW.SI","symbol_name":"NVDA 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AI, suddenly heavy news!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"5RE.SI":0.7,"NVDG":0.6,"NVD":0.6,"NVDD":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDW":0.6,"AMDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVD2.UK":0.6,"AMUU":0.6,"NVII":0.6,"3NVD.UK":0.6,"DIPS":0.6,"NVIW.SI":0.6,"NVDX":0.6,"AMDU":0.6,"AMDW":0.6,"NVDB":0.6,"AMDY":0.6,"ANV":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"AMDG":0.6,"AMYY":0.6,"DAMD":0.6},"content_text":"AI巨头，踩刹车了！\n　　据最新消息，OpenAI已大幅下调算力建设支出目标至6000亿美元，该金额较此前宣称的1.4万亿美元基础设施承诺大幅缩水。\n　　另外，数据显示，2025年OpenAI的营收为131亿美元。OpenAI最新预计，其2030年总收入将超过2800亿美元。\n　　OpenAI下调算力支出目标\n　　据CNBC报道，数月前，OpenAI的创始人兼CEO萨姆·奥尔特曼曾吹嘘1.4万亿美元的基础设施投入承诺。如今，OpenAI正告知投资者，其2030年总算力投入目标约为6000亿美元。\n　　据报道，消息人士透露，由于外界普遍担忧其扩张野心远超潜在收入，这家AI巨头正提供一个更低的数字和更明确的支出时间表。这些要求匿名的人士表示，OpenAI预计其2030年总收入将超过2800亿美元，其中消费者业务和企业业务贡献近乎持平。他们称，公司提出的支出计划旨在更直接地与其预期收入增长挂钩。\n　　消息人士称，OpenAI在2025年创造了131亿美元的收入，超出了其100亿美元的目标。全年消耗资金80亿美元，低于90亿美元的预期。如今，OpenAI将2030年的收入目标定为约2800亿美元。不过，据The Information报道，OpenAI调整后的毛利率在2025年已下滑至33%，该公司仍预计到2030年现金流才能转正。\n　　OpenAI这家公司成立于2015年，最初是一个非营利性研究实验室，自2022年推出聊天机器人ChatGPT后迅速进入主流。消息人士称，ChatGPT目前每周活跃用户数超过9亿，高于10月份的8亿。\n　　面对来自谷歌和Anthropic等竞争对手的挑战，OpenAI在去年12月宣布进入“红色警戒”状态，专注于改进ChatGPT。去年秋天，ChatGPT的增长曾一度放缓，但目前其周活跃用户和日活跃用户数均已恢复至创纪录高位。\n　　据透露，OpenAI的编程产品Codex周活跃用户已超过150万，与Anthropic的Claude Code形成直接竞争，后者在过去一年中获得了大量用户。\n　　即将敲定1000亿美元融资\n　　OpenAI正在敲定一轮总额可能超过1000亿美元的巨额融资，其中约90%来自战略投资者，包括英伟达、软银集团、亚马逊等。这笔交易，可能使OpenAI的整体估值超过8500亿美元。\n　　据悉，OpenAI计划将相当比例的新资金投入算力相关硬件采购，包括来自英伟达的芯片产品，用于数据中心和基础设施建设。\n　　据外媒报道，作为OpenAI酝酿已久的融资轮的一部分，英伟达向OpenAI投资接近300亿美元。报道称，这项投资实际上将取代两家公司之前计划的1000亿美元投资合作协议。\n　　去年9月，英伟达和OpenAI宣布达成一项为期多年的1000亿美元合作框架。该框架以“意向书”形式公布，原计划随着OpenAI未来数年算力需求增长，由英伟达分十次、每次投资100亿美元，以换取重要股权；OpenAI则计划采购数百万枚英伟达人工智能处理器，支持最高10吉瓦的新算力部署。这份“意向书”式协议，让身处人工智能产业风口的两家企业深度绑定，也推动英伟达的市值在数周后突破5万亿美元。\n　　上述协议也让山姆·奥尔特曼执掌的这家人工智能初创企业迎来了一轮密集的合作签约期，其不仅与竞争对手芯片制造商超威半导体（AMD）、博通达成了复杂的合作协议，还与甲骨文等云服务提供商建立了合作关系。\n　　尽管这些协议彼时受到股市投资者的认可，但人工智能领域内供应商、客户与投资者之间一系列的绑定合作，也引发了部分分析师的担忧，他们认为这类合作存在循环架构问题，且行业正滋生越来越大的泡沫。\n　　英伟达和OpenAI的1000亿美元合作框架协议，始终停留在谅解备忘录阶段，并未正式落地。今年1月份，有报道称该协议已被“搁置”，如今这份协议将被一项更直接的合作取代——英伟达将以最高300亿美元的投资，换取OpenAI的股权。\n　　另据外媒周五援引知情人士消息称，OpenAI已组建超过200人的团队，研发一系列AI硬件设备，其中包括智能音箱，并可能推出智能眼镜与智能灯。\n　　报道援引两位知情人士消息称，作为OpenAI首款将发布的设备，这款智能音箱售价预计在200美元至300美元之间。报道称，该音箱最早也要到2027年2月才会上市发售，并将配备摄像头，以获取用户及其周边环境信息。报道还称，智能眼镜可能要到2028年才能具备量产条件。\n　　OpenAI此前以65亿美元收购了前苹果设计师乔纳森·伊夫的初创公司io Products，正式进入硬件领域，旨在抓住实体AI与增强现实设备不断增长的市场需求。\n　　Facebook母公司Meta旗下的雷朋智能眼镜已取得不俗成绩，用户可通过微型摄像头录像、拍照并播放内容。据报道，苹果和谷歌也在研发各自的智能眼镜。\n　　责编：罗晓霞\n　　排版：汪云鹏\n　　校对：祝甜婷\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613217767","isCrawlerRequest":true}