Di Yi Cai Jing·2026-02-21 00:05Group 1 - OpenAI plans to invest approximately $600 billion in computing power by 2030, with a significant portion allocated for hardware procurement, including chips from Nvidia [1] - The company is pursuing a financing round that may exceed $100 billion, with around 90% of the investment coming from strategic investors, including Nvidia, SoftBank, and Amazon [1] - OpenAI's revenue is projected to surpass $280 billion by 2030, with contributions from consumer and enterprise businesses being roughly equal [1] Group 2 - Nvidia's $30 billion investment in OpenAI will replace a previously announced $100 billion collaboration framework, which was intended to be executed over several years [2] - OpenAI's revenue target for 2025 has been raised to $13.1 billion, exceeding the earlier goal of $10 billion, while the expected cash burn for that year is now estimated at $8 billion, down from $9 billion [2] Group 3 - OpenAI, founded in 2015, transitioned from a non-profit research lab to a mainstream market player after launching ChatGPT, which currently has over 900 million weekly active users [3] - The growth of ChatGPT has faced competitive pressure, leading the company to enter a "code red" state to enhance its chatbot capabilities [3] - OpenAI's programming product Codex has over 1.5 million weekly active users, competing directly with Anthropic's Claude Code [3]