ChainThink 消息,7 月 30 日,据 CNBC 报道,OpenAI 首席财务官 Sarah Friar 在 7 月 29 日内部员工会议上透露,公司 7 月年化经常性收入已超过整个第二季度总量,并称二季度表现已相当亮眼。
报道称,此轮增长主要由 GPT-5.6 系列模型发布、企业级 AI 代理产品 ChatGPT Work 上线,以及 AI 编程工具 Codex 快速普及推动。
OpenAI 目前仍面临 Anthropic 及中国开源模型竞争压力。Anthropic 此前披露年化收入已超 470 亿美元,估值也在今年早些时候超过 OpenAI。
Taylor 承认 OpenAI 在编程市场曾处于追赶态势,但对 Codex 增长保持乐观。
据报道,OpenAI 与 Anthropic 均已秘密向 SEC 提交 IPO 申请,具体上市时间未公布;
OpenAI 当前估值约 8520 亿美元,并正与英伟达洽谈最高 2500 亿美元资金支持计划,用于在俄亥俄州租赁大型 AI 数据中心。
Disclaimer: Contains third-party opinions, does not constitute financial advice
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