OpenAI在人工智能运营方面正变得愈发高效

Core Insights - OpenAI's computing profit margin has significantly increased from approximately 52% at the end of last year and 35% in January 2024 to about 70% in October this year [1][2] - This growth trajectory surpasses that of its competitor, Anthropic, which had a computing profit margin of around -90% last year but is now aiming to reach 53% by the end of this year [1][2] Efficiency Improvements - The efficiency enhancement at OpenAI began in February this year after the launch of a new model by DeepSeek, prompting the company to initiate an internal "red alert" mechanism [1][2] - OpenAI has prioritized reducing the server operating costs (also known as inference costs) for its AI products as a key objective [1][2] - A decrease in annual computing rental costs has also contributed to the improvement in profit margins [1][2]