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04-01
国内企业应该学习,人家联合起来整合资源做透1-2个通用型基础模型。
8417亿!史上最大融资诞生
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E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构<strong>共同领投</strong>本轮融资。</p><p>自2015年成立以来,OpenAI已累计完成约<strong>12轮融资</strong>,融资总额约1680亿美元(约合人民币11590.32亿元)。上月,OpenAI初始宣布获得1100亿美元融资,其中<strong>亚</strong><strong>马逊投500亿美元、英伟达投300亿美元、软银投300亿美元</strong>,在今日追加至约1220亿美元。</p><p>根据OpenAI官方数据,ChatGPT在2023年1月底发布两个月时月活久突破<strong>1亿</strong>,当下周活已经即将突破<strong>10亿</strong>。ChatGPT发布一年内,其营收就达到了10亿美元(约合人民币68.99亿元)。到2024年底,其季度营收达到了<strong>10亿美元</strong>。</p><p>此前3月初,据外媒The Information援引知情人士消息,截至2月底,OpenAI的年化收入已突破<strong>250亿美元</strong>(约合人民币1724亿元),这一数字较该公司去年底的214亿美元年化收入增长了17%。</p><p>据The Information报道,OpenAI最近提高了未来五年的收入预测,计划到2030年实现高达<strong>2840亿美元(约合人民币1.96万亿元)</strong>的收入。</p><p>外媒预测,未来几年由于需要投入更多资金租用云服务器和芯片以开发技术,OpenAI将消耗<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元,营收的激增可能会推动它们<strong>最早在今年进行IPO</strong>。</p><p>本次融资代表了OpenAI的商业规模进一步膨胀,也将为其打造AI超级应用的计划提供充足的“弹药”。</p><p><strong>一、月营收已达20亿美元,年化收入突破250亿美元</strong></p><p>OpenAI官方公告称,其月营收已达20亿美元(约合人民币137.98亿元)。在这个阶段,其营收增长速度是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>等互联网巨头的四倍。</p><p>ChatGPT贡献了OpenAI的大部分收入,但该公司预计,未来越来越多的收入将来自企业客户以及广告等新产品。</p><p>此前,据外媒The Information援引知情人士消息,OpenAI通过将过去四周的收入乘以12来计算年化收入,2026年年化收入已突破250亿美元(约合人民币1724亿元)。如果OpenAI仅根据最后一周的收入峰值来计算该指标,那么OpenAI的年化收入约为300亿美元(约合人民币2068亿元)。</p><p>OpenAI的收入仍高于对手Anthropic,但两者差距正在缩小:Anthropic的年化收入最近突破了190亿美元(约合人民币1310亿元)。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>OpenAI与Anthropic业绩走势(图源:The Information)</p><p>据The Information报道,OpenAI最近提高了未来五年的收入预测——计划到2030年实现高达2840亿美元(约合人民币1.96万亿元)的收入,但同时也提高了现金消耗的预测,预计到本十年末,其服务器相关成本将达到6650亿美元(约合人民币4.59万亿元)。</p><p><strong>二、ChatGPT用户逼近10亿、Codex周活增长5倍,将布局AI超级应用</strong></p><p>再来看看OpenAI的业务分布格局。</p><p>近期,OpenAI刚刚推出了其迄今为止性能最强的GPT-5.4模型,并将Codex扩展为旗舰级编码Agent,在记忆、搜索、个性化和多模态交互方面显著提升。</p><p>根据OpenAI官方公告,在应用产品侧其取得的一些里程碑如下:ChatGPT在消费者AI领域拥有超过9亿周活跃用户和超过5000万订阅用户。ChatGPT的月度网页访问量和移动会话量是排名第二的AI应用的6倍,用户在AI上花费的总时长是排名第二的AI应用的4倍,更是所有其他AI应用总和的4倍。搜索使用量在一年内增长了近3倍,其广告试点项目在不到六周的时间内就实现了超过1亿美元的年度经常性收入(ARR)。</p><p>就在上周,OpenAI宣布关停AI视频生成工具Sora,这个红极一时的现象级产品被高层认定为“支线任务”,该公司要将资源集中在更具商业价值的方向上。</p><p>据悉,OpenAI正聚焦构建AI超级应用,将整合ChatGPT、Codex、浏览功能以及其更广泛的智能体功能,打造以Agent为先的用户体验。</p><p>再看看企业业务,该业务目前已占OpenAI总收入的40%以上,并有望在2026年底前与消费者业务持平。GPT-5.4推动下,其API目前每分钟可处理超过150亿个词元(token)。Codex的周活跃用户已超过200万,在过去三个月中增长了5倍,月环比增长率超过70%。</p><p>3月,OpenAI刚刚在Anthropic与美国五角大楼合作破裂后,与后者签下了合作大单。</p><p>计算方面,其已将基础设施战略扩展到英伟达等少数核心供应商之外,通过微软、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、AWS、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>和<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云提供的云服务;通过英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、AWS Trainium、Cerebras以及其与<a href=\"https://laohu8.com/S/AVGO\">博通</a>合作开发的芯片提供的硅芯片;以及通过与甲骨文、SBE 和软银合作提供的数据中心服务。</p><p><strong>三、英伟达参与领投,OpenAI还加入多个ETF</strong></p><p>本轮融资由<strong>亚马逊、英伟达和软银</strong>作为重量级投资方,长期合作伙伴<strong>微软</strong>也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。</p><p>众多全球顶级投资机构也纷纷参与本轮投资,其中包括:Altimeter、阿帕卢萨资本、方舟投资、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、Coatue、D1 Capital Partners、Dragoneer、富达投资、Goanna Capital、Insight Partners、The Paragon Group、Sands Capital、红杉资本、Sound Ventures、淡马锡、Thrive Capital、加州大学投资办公室,以及温斯洛资本旗下关联基金。</p><p>OpenAI首次通过银行渠道向投资者开放了参与渠道,从个人投资者那里募集了超过30亿美元的资金。该公司还宣布其将被纳入ARK Invest管理的多个交易所交易基金(ETF),让更多人有机会参与投资。</p><p>此外,OpenAI已将现有循环信贷额度扩大至约47亿美元。该信贷额度由包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、瑞穗银行、加拿大皇家银行、三井住友银行、瑞银集团、汇丰银行和<a href=\"https://laohu8.com/S/SAN\">桑坦德银行</a>在内的全球银团提供支持。截至交易完成时,该信贷额度尚未动用。</p><p><strong>结语:AI竞赛正加速进入商业化规模化阶段</strong></p><p>AI竞赛正加速进入商业化规模化阶段。亚马逊、英伟达等产业巨头的重注入场,为OpenAI提供了雄厚的算力与云资源支撑,更凸显了顶级科技公司在AI基础设施领域的深度捆绑与战略押注。</p><p>高达8520亿美元的估值,将行业准入门槛拉升至前所未有的高度。与此同时,千亿级融资与对营收的激进预测,也揭示了AI产业当前的核心矛盾:巨额资本投入与商业化变现之间的竞速。</p><p>OpenAI将资源集中于AI超级应用,表明行业正从多点开花走向收敛,追求能产生持续现金流的核心产品。未来几年,能否在消耗数百亿美元的同时,如期兑现收入目标,将成为衡量这一轮AI狂热能否持续的关键标尺。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8417亿!史上最大融资诞生</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8417亿!史上最大融资诞生\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-01 10:05 北京时间 <a href=https://tech.ifeng.com/c/8rxs1bY5zYa><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编译 | 李水青编辑 | 心缘智东西4月1日消息,今早,OpenAI宣布完成了最新一轮融资,募集资金达1220亿美元(约合人民币8416.78亿元),投后估值达8520亿美元(约合人民币58779.48亿元),成为全球有史以来规模最大的单笔私募股权融资。OpenAI宣布获得新融资(图源:社交媒体X)OpenAI最新估值已比肩“腾讯+阿里”的总市值。截至昨日收盘,阿里港股市值为2.27万亿港元,腾讯...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rxs1bY5zYa\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7SZLL34.SGD":"Legg Mason ClearBridge - 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E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。自2015年成立以来,OpenAI已累计完成约12轮融资,融资总额约1680亿美元(约合人民币11590.32亿元)。上月,OpenAI初始宣布获得1100亿美元融资,其中亚马逊投500亿美元、英伟达投300亿美元、软银投300亿美元,在今日追加至约1220亿美元。根据OpenAI官方数据,ChatGPT在2023年1月底发布两个月时月活久突破1亿,当下周活已经即将突破10亿。ChatGPT发布一年内,其营收就达到了10亿美元(约合人民币68.99亿元)。到2024年底,其季度营收达到了10亿美元。此前3月初,据外媒The Information援引知情人士消息,截至2月底,OpenAI的年化收入已突破250亿美元(约合人民币1724亿元),这一数字较该公司去年底的214亿美元年化收入增长了17%。据The Information报道,OpenAI最近提高了未来五年的收入预测,计划到2030年实现高达2840亿美元(约合人民币1.96万亿元)的收入。外媒预测,未来几年由于需要投入更多资金租用云服务器和芯片以开发技术,OpenAI将消耗数百亿美元,营收的激增可能会推动它们最早在今年进行IPO。本次融资代表了OpenAI的商业规模进一步膨胀,也将为其打造AI超级应用的计划提供充足的“弹药”。一、月营收已达20亿美元,年化收入突破250亿美元OpenAI官方公告称,其月营收已达20亿美元(约合人民币137.98亿元)。在这个阶段,其营收增长速度是谷歌、Meta等互联网巨头的四倍。ChatGPT贡献了OpenAI的大部分收入,但该公司预计,未来越来越多的收入将来自企业客户以及广告等新产品。此前,据外媒The Information援引知情人士消息,OpenAI通过将过去四周的收入乘以12来计算年化收入,2026年年化收入已突破250亿美元(约合人民币1724亿元)。如果OpenAI仅根据最后一周的收入峰值来计算该指标,那么OpenAI的年化收入约为300亿美元(约合人民币2068亿元)。OpenAI的收入仍高于对手Anthropic,但两者差距正在缩小:Anthropic的年化收入最近突破了190亿美元(约合人民币1310亿元)。OpenAI与Anthropic业绩走势(图源:The Information)据The Information报道,OpenAI最近提高了未来五年的收入预测——计划到2030年实现高达2840亿美元(约合人民币1.96万亿元)的收入,但同时也提高了现金消耗的预测,预计到本十年末,其服务器相关成本将达到6650亿美元(约合人民币4.59万亿元)。二、ChatGPT用户逼近10亿、Codex周活增长5倍,将布局AI超级应用再来看看OpenAI的业务分布格局。近期,OpenAI刚刚推出了其迄今为止性能最强的GPT-5.4模型,并将Codex扩展为旗舰级编码Agent,在记忆、搜索、个性化和多模态交互方面显著提升。根据OpenAI官方公告,在应用产品侧其取得的一些里程碑如下:ChatGPT在消费者AI领域拥有超过9亿周活跃用户和超过5000万订阅用户。ChatGPT的月度网页访问量和移动会话量是排名第二的AI应用的6倍,用户在AI上花费的总时长是排名第二的AI应用的4倍,更是所有其他AI应用总和的4倍。搜索使用量在一年内增长了近3倍,其广告试点项目在不到六周的时间内就实现了超过1亿美元的年度经常性收入(ARR)。就在上周,OpenAI宣布关停AI视频生成工具Sora,这个红极一时的现象级产品被高层认定为“支线任务”,该公司要将资源集中在更具商业价值的方向上。据悉,OpenAI正聚焦构建AI超级应用,将整合ChatGPT、Codex、浏览功能以及其更广泛的智能体功能,打造以Agent为先的用户体验。再看看企业业务,该业务目前已占OpenAI总收入的40%以上,并有望在2026年底前与消费者业务持平。GPT-5.4推动下,其API目前每分钟可处理超过150亿个词元(token)。Codex的周活跃用户已超过200万,在过去三个月中增长了5倍,月环比增长率超过70%。3月,OpenAI刚刚在Anthropic与美国五角大楼合作破裂后,与后者签下了合作大单。计算方面,其已将基础设施战略扩展到英伟达等少数核心供应商之外,通过微软、甲骨文、AWS、CoreWeave和谷歌云提供的云服务;通过英伟达、AMD、AWS Trainium、Cerebras以及其与博通合作开发的芯片提供的硅芯片;以及通过与甲骨文、SBE 和软银合作提供的数据中心服务。三、英伟达参与领投,OpenAI还加入多个ETF本轮融资由亚马逊、英伟达和软银作为重量级投资方,长期合作伙伴微软也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。众多全球顶级投资机构也纷纷参与本轮投资,其中包括:Altimeter、阿帕卢萨资本、方舟投资、贝莱德、黑石集团、Coatue、D1 Capital Partners、Dragoneer、富达投资、Goanna Capital、Insight Partners、The Paragon Group、Sands Capital、红杉资本、Sound Ventures、淡马锡、Thrive Capital、加州大学投资办公室,以及温斯洛资本旗下关联基金。OpenAI首次通过银行渠道向投资者开放了参与渠道,从个人投资者那里募集了超过30亿美元的资金。该公司还宣布其将被纳入ARK Invest管理的多个交易所交易基金(ETF),让更多人有机会参与投资。此外,OpenAI已将现有循环信贷额度扩大至约47亿美元。该信贷额度由包括摩根大通、花旗集团、高盛、摩根士丹利、富国银行、瑞穗银行、加拿大皇家银行、三井住友银行、瑞银集团、汇丰银行和桑坦德银行在内的全球银团提供支持。截至交易完成时,该信贷额度尚未动用。结语:AI竞赛正加速进入商业化规模化阶段AI竞赛正加速进入商业化规模化阶段。亚马逊、英伟达等产业巨头的重注入场,为OpenAI提供了雄厚的算力与云资源支撑,更凸显了顶级科技公司在AI基础设施领域的深度捆绑与战略押注。高达8520亿美元的估值,将行业准入门槛拉升至前所未有的高度。与此同时,千亿级融资与对营收的激进预测,也揭示了AI产业当前的核心矛盾:巨额资本投入与商业化变现之间的竞速。OpenAI将资源集中于AI超级应用,表明行业正从多点开花走向收敛,追求能产生持续现金流的核心产品。未来几年,能否在消耗数百亿美元的同时,如期兑现收入目标,将成为衡量这一轮AI狂热能否持续的关键标尺。","news_type":1,"symbols_score_info":{"AMZZ":0.6,"AMZW":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"AMZD":0.6,"SNVD.UK":0.6,"NVDS":0.6,"BABA":1.84,"NVDG":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDU":0.6,"NVDW":0.6,"AMZN":1.9,"NVDS.UK":0.6,"USAW.SI":0.6,"AMZY":0.6,"NVII":0.6,"AZYY":0.6,"CHAT":1.84,"NVDB":0.6,"AIYY":0.6,"AMZP":0.6,"NVDX":0.6,"TCEHY":1.84,"NVDA":1.92,"ORCL":1.85,"NVD":0.6,"NVDY":0.6,"00700":1.84,"ANV":0.6,"09988":1.84,"NVIW.SI":0.6,"NVDL":0.6,"AMZU":0.6,"3NVD.UK":0.6,"MSFT":1.86}},"isVote":1,"tweetType":1,"viewCount":11,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":61,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/548871157458064"}
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