奥尔特曼向员工透露ChatGPT增长重新提速，OpenAI百亿美金融资谈判接近收官

Core Insights - OpenAI and SoftBank announced a partnership to establish an AI service joint venture in Japan during an event titled "Transforming Business with AI" [2][13] - OpenAI's CEO Sam Altman indicated that the company's growth momentum remains strong, with ChatGPT's monthly growth rate returning to over 10% and plans to launch an upgraded chat model [4][11] - Despite having over 800 million weekly active users, OpenAI faces increasing competition from Google and Anthropic [4][11] Company Performance - Altman reported a 50% increase in the usage of the company's code tool Codex compared to the previous week, highlighting the launch of the new model GPT-5.3-Codex [3][14] - Codex's market share is gradually encroaching on its competitor Claude Code from Anthropic [8][17] Advertising Strategy - OpenAI plans to begin advertising tests within ChatGPT, with ads clearly marked and positioned at the bottom of responses, ensuring they do not affect the content of replies [5][14] - The company anticipates that advertising revenue will account for less than 50% of total revenue in the long term [15] Funding and Investment - OpenAI is pursuing a new funding round potentially reaching $100 billion, with discussions highlighting its large consumer user base, growing enterprise business, and ample computing resources [8][17] - The funding round may be completed in two phases, with the first phase involving investments from Microsoft, Nvidia, and Amazon, while SoftBank plans to contribute in the second phase [9][18]