OpenAI高管失言风波，特朗普顾问放话：AI公司倒了就倒了，美国政府不会救

Core Viewpoint - A heated debate has emerged regarding the future financing paths of the AI industry and the role of the government, following comments from David Sacks, an AI advisor to the Trump administration, stating that there will be no government bailouts in the AI sector [1][2] Group 1: Government Involvement and AI Financing - OpenAI's CFO Sarah Friar indicated that the company is seeking a banking and private equity ecosystem to support its infrastructure, suggesting that the U.S. government could guarantee data center financing [1] - David Sacks clarified that the government aims to simplify approval processes and increase power supply without raising residential electricity prices, but emphasized that no one is asking for government bailouts [2] - OpenAI's CEO Sam Altman stated that the company does not need or want government guarantees for its data centers [3] Group 2: Clarifications from OpenAI Executives - Following the backlash, Friar softened her stance, stating that her use of the term "backstop" was misleading and emphasized the need for both the private sector and government to play their roles in building industrial capacity [4] - Altman elaborated that taxpayer money should not be used to bail out companies that make poor business decisions, asserting that if a company fails, others will continue to contribute to the market [4][6] Group 3: OpenAI's Financial Strategy and Growth Projections - Altman projected that OpenAI could achieve over $20 billion in annualized revenue by the end of this year, with potential growth into the hundreds of billions by 2030, emphasizing the necessity of significant investments for future AI-driven economic infrastructure [5] - OpenAI has committed over $1.4 trillion to AI infrastructure, while its current annualized revenue is only in the billion-dollar range [9] Group 4: Market Concerns and Business Model Scrutiny - The market has raised concerns about OpenAI's financial model, with critics pointing to potential "circular financing arrangements" in its dealings with companies like Nvidia [11] - Morgan Stanley's report highlighted that these complex agreements could obscure true risks and market demand, as they may allow clients to exceed their cash flow capabilities [11] Group 5: OpenAI's Response to Financing Criticism - Friar denied any claims of circular financing, asserting that the company is focused on diversifying its supply chain and building comprehensive infrastructure to increase global computing power [13]