缺钱投资 OpenAI“说漏嘴”

Core Viewpoint - OpenAI's CFO suggested that the U.S. government should provide a safety net for the company's aggressive investments in AI infrastructure, which is valued at $1.4 trillion, but later clarified that the company does not seek government guarantees for its projects [1][6][9] Group 1: OpenAI's Statements and Clarifications - CFO Sarah Friar's initial comments implied that government support could lower financing costs and increase loan-to-value ratios for AI investments [5] - Following backlash, Friar clarified on LinkedIn that the government should collaborate with the private sector rather than provide guarantees for OpenAI's infrastructure projects [6][9] - CEO Sam Altman also stated that OpenAI does not seek government backing for its data center investments [9] Group 2: Financial Implications and Market Reactions - OpenAI's initial suggestion raised concerns among investors, indicating uncertainty about how the company would finance its $1.4 trillion infrastructure plan without government support [6][7] - CNN noted that OpenAI's financing activities are crucial for supporting the U.S. capital markets, especially as the company engages in significant fundraising with firms like Nvidia and Amazon [7] - Reports indicated that Microsoft hinted at OpenAI's losses exceeding $12 billion in the third quarter, raising further concerns about the company's financial health [8] Group 3: Market Context and Investor Sentiment - Notable short-seller Michael Burry invested approximately $1.1 billion in put options against Nvidia and Palantir, citing a slowdown in cloud computing demand conflicting with record capital expenditures by U.S. AI companies [10]