假期被玩坏了的奥特曼，正在玩弄全世界的算力

Core Insights - The recent OpenAI DevDay highlighted significant advancements in AI, including the release of ChatGPT Apps SDK, AgentKit, and GPT-5 Codex, indicating the industry's trajectory towards increased API and agent-based services [2][3]. Group 1: OpenAI's Token Consumption - OpenAI's monthly token consumption is projected to reach approximately 1,040 trillion tokens, with API usage accounting for about 25% of this total [4][5]. - The competition between OpenAI and Google is intensifying, as Google's token consumption surged from 480 trillion to 980 trillion tokens within a month [5]. Group 2: User Demographics - ChatGPT currently has around 800 million weekly active users, consuming about 180 trillion tokens weekly, averaging 22.5 thousand tokens per user [6][11]. - The developer ecosystem on OpenAI's platform has doubled in size since 2023, with API token consumption increasing 20 times, indicating a tenfold rise in average token consumption per developer [9][10]. Group 3: Product Developments - The announcement of GPT-5 Pro and the release of GPT-5 Codex, which has seen a tenfold increase in daily usage since August, suggests a growing demand for advanced AI capabilities in sectors like finance, law, and healthcare [12]. - OpenAI's Sora 2 is expected to have a peak GPU demand of approximately 720,000 GPUs, reflecting the increasing computational requirements for AI video generation [21][22]. Group 4: Future Projections - OpenAI aims to scale its data center capacity significantly, targeting 250 GW by 2033, which underscores its ambition to enhance AI processing capabilities [14][23]. - The evolution of AI models, such as Sora 2, is anticipated to drive further advancements in video generation, expanding applications from social media to professional film production [22].