OpenAI：营收狂飙背后，算力需求成最大挑战

Core Insights - OpenAI is experiencing significant revenue growth, reaching new milestones, but faces challenges due to high demand for computing power [2] - The company identifies insufficient computing resources as its biggest challenge, prompting the launch of the "Stargate" project and larger-scale infrastructure development [2] - OpenAI is seeking more partnerships to mitigate risks and increase supply, with Oracle and Coreweave mentioned as collaborators, while Microsoft remains a crucial partner due to their intertwined intellectual property [2] - CEO Sam Altman indicated that the company plans to invest tens of billions of dollars in building data centers, anticipating sustained growth in demand and training needs [2]