OpenAI CEO：算力总有一天会过剩

Core Insights - OpenAI's CEO Sam Altman denied rumors of an IPO next year and stated that the company's revenue is significantly higher than the reported $13 billion [1][6] - Altman emphasized that there is strong demand for OpenAI's stock, indicating that if shares were available, they would be quickly purchased by interested investors [5] - The company is making substantial investments in infrastructure, betting on continued revenue growth from AI services and products [5][6] Revenue and Financials - Altman claimed that OpenAI's actual revenue exceeds $13 billion, and the company is experiencing rapid revenue growth [5] - OpenAI recently underwent a capital restructuring, with its nonprofit entity renamed OpenAI Foundation, holding approximately $130 billion in equity from its for-profit division, now called OpenAI Group PBC [6] Infrastructure and Capacity - Altman acknowledged that there will eventually be an oversupply of computing power, but the timeline for this is uncertain [6] - Microsoft CEO Satya Nadella pointed out that the main challenge is not oversupply but the speed of power and infrastructure development for data centers [6] AI Development and Future Outlook - Altman highlighted the significant advancements in AI, particularly with the Codex model, which is expected to evolve from handling "hours-long tasks" to "days-long tasks" [7] - By 2026, Altman hopes AI will contribute to even minor scientific discoveries, marking a significant moment for human civilization [8]