法巴解析OpenAI新支出计划：算力投资路线图明确，利好微软(MSFT.US)及甲骨文(ORCL.US)

智通财经02-24

智通财经APP获悉，法国巴黎银行股票研究部门表示，OpenAI更新后的人工智能(AI)基础设施资本支出计划，对超大规模云服务商微软(MSFT.US)和甲骨文(ORCL.US)构成利好。据报道，OpenAI计划到2030年在算力方面总计投入6000亿美元。OpenAI首席执行官萨姆·奥特曼(Sam Altman)早在去年10月曾表示，该公司计划到2033年在基础设施方面投入高达1.4万亿美元。...

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(ORCL.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFW":0.6,"MSFL":0.6,"MSFD":0.6,"ORCL":1.92,"MSFT":1.95,"ORCU":0.6,"MSFX":0.6,"ORCS":0.6,"ORCX":0.6,"MSFU":0.6,"MSFO":0.6,"MSFY":0.6},"content_text":"智通财经APP获悉，法国巴黎银行股票研究部门表示，OpenAI更新后的人工智能(AI)基础设施资本支出计划，对超大规模云服务商微软(MSFT.US)和甲骨文(ORCL.US)构成利好。据报道，OpenAI计划到2030年在算力方面总计投入6000亿美元。OpenAI首席执行官萨姆·奥特曼(Sam Altman)早在去年10月曾表示，该公司计划到2033年在基础设施方面投入高达1.4万亿美元。法国巴黎银行分析师Stefan Slowinksi在一份投资者报告中表示：“在我们看来，这些修订并不一定反映出OpenAI变得更加克制。相反，更新后的预测与此前宣布的到2033年1.4万亿美元基础设施承诺大体一致，资本支出仍明显集中在2030年之后。考虑到OpenAI可能计划到2030年每年在算力方面投入超过2000亿美元，我们的粗略测算表明，OpenAI最初提出的1.4万亿美元规模仍有可能实现。”法国巴黎银行认为，这一更新总体上为OpenAI的主要支持者微软以及其主要基础设施合作伙伴甲骨文描绘了积极前景。Stefan Slowinksi指出：“随着现金消耗前景更加明确，以及OpenAI超过1000亿美元的融资即将完成(此后可能还需要约800亿美元才能实现自由现金流盈亏平衡)，我们认为这在短期内降低了微软和甲骨文面临的OpenAI对手方风险。OpenAI更新后的营收预期(2030年目标为2800亿美元，较此前2000亿美元的上调主要来自企业业务)也意味着，如果OpenAI能够实现其目标，微软到2030财年应能额外获得120亿美元的收入分成(较市场一致预期高出4%)。不过，尽管OpenAI还计划在短期内大幅提高算力预算，但微软和甲骨文是否会直接受益于这部分新增支出仍不明确，尤其是在亚马逊(AMZN.US)据称参与本轮融资的情况下。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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":1,"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; 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