Altman公布OpenAI“小目标”：基础设施一年要投1万亿，2028年实现全自动“AI研究员”

Core Insights - OpenAI has completed a controversial restructuring to become a profit-oriented organization, with a significant infrastructure investment plan aiming for $1 trillion annually [1][5] - The company has committed approximately $1.4 trillion for infrastructure, equating to about 30 GW of data center capacity, with plans to add capacity at a rate of 1 GW per week [1][2] - OpenAI's new profit-oriented entity is now called OpenAI Group PBC, with a valuation of approximately $130 billion, while the non-profit arm has been renamed OpenAI Foundation [5] Infrastructure Investment Plan - OpenAI's infrastructure expansion plan involves deploying the committed $1.4 trillion over the coming years, clarifying previous announcements regarding partnerships with chipmakers and data center providers [2] - The company aims to achieve a weekly capacity increase of 1 GW, although challenges remain in reaching this target [2] - To support this capital expenditure, OpenAI needs to significantly increase its revenue, targeting annual revenues in the range of several hundred billion dollars [2] AI Research Capability Timeline - OpenAI has set an ambitious timeline for AI research capabilities, expecting to develop intern-level research assistants by September 2026 and fully automated "true AI researchers" by 2028 [3] - The chief scientist described these AI researchers as systems capable of independently completing large research projects, with a belief that deep learning systems could reach superintelligence within a decade [3] - Key strategies for achieving these goals include continuous algorithm innovation and significantly expanding "test-time computation" [3] Restructuring Completion and Microsoft Agreement - The restructuring of OpenAI has been finalized after over a year of negotiations, with the non-profit foundation holding approximately 26% of the profit-oriented entity [5] - A new agreement with Microsoft has been established, resulting in a decrease in Microsoft's ownership stake from 32.5% to approximately 27%, with a valuation of about $135 billion [5] - The new agreement clarifies previous ambiguities regarding Microsoft's rights to OpenAI's technology upon the realization of AGI (Artificial General Intelligence) [6]