AI周报 | OpenAI 最强模型 GPT-5 即将面世；Anthropic 年化收入突破30亿美元

Group 1: OpenAI Developments - OpenAI is developing its next-generation model, GPT-5, which is expected to outperform GPT-4 and compete with models like Gemini 2.5 Pro and Claude 4. The release is tentatively scheduled for this summer, with July as the target month, but may be delayed if performance targets are not met [2] - OpenAI announced it has reached 3 million paid commercial users, an increase from 2 million reported in February. The company anticipates revenue of $12.7 billion for the year, up from a previous estimate of $3.7 billion [7] Group 2: Anthropic's Growth - Anthropic's annualized revenue has reportedly surpassed $3 billion, growing from nearly $1 billion in December 2024 to $2 billion by March 2025, and reaching $3 billion by the end of May 2025. This rapid growth positions Anthropic as a standout in the SaaS sector [3] - Anthropic's Claude model is noted for its strong programming capabilities, making it a popular choice among platforms like Cursor [3] Group 3: Windsurf's Supply Issues - AI programming platform Windsurf faced a supply cut from Anthropic, which notified them with less than five days' notice. This disruption has led Windsurf to struggle to meet user demand despite having third-party capacity from other providers [4] - The incident is viewed as a competitive maneuver in the AI programming space, with Windsurf users shifting to other tools like Cursor to continue using Claude 4 [4] Group 4: Google's Gemini 2.5 Pro - Google launched the upgraded model Gemini 2.5 Pro, which achieved a score of 1470 in the LMArena, a 24-point increase, making it the leading model in various AI performance benchmarks [5] - The competition among AI models is shifting from simple performance metrics to more complex evaluations, with developers expressing the need for practical experience to assess the models accurately [5] Group 5: Broadcom's AI Revenue - Broadcom reported AI revenue exceeding $4.4 billion in its second fiscal quarter, a 46% year-over-year increase. However, this growth rate is slower compared to previous quarters, where AI revenue grew by 220% and 77% in earlier periods [8] Group 6: Strategic Partnerships and Acquisitions - Dongfeng Liuzhou Automobile and Zhifang Square signed a strategic cooperation agreement to explore the application of embodied intelligent models in automotive manufacturing, marking a significant step for domestic models in this sector [9] - AMD announced the acquisition of open-source software company Brium to enhance its AI capabilities, continuing its strategy of investing in various AI-related companies [11][12]