OpenAI下调算力支出目标至6000亿美元 推进新一轮巨额融资
Xin Lang Cai Jing·2026-02-21 00:48

Group 1 - OpenAI plans to achieve approximately $600 billion in total computing power expenditure by 2030, with a more defined timeline and lower target figures [1] - The company expects total revenue to exceed $280 billion by 2030, with consumer and enterprise business contributions being roughly equal [1] - OpenAI is pursuing a financing round potentially exceeding $100 billion, with about 90% of the investment coming from strategic investors, including Nvidia, SoftBank, and Amazon [1] Group 2 - Nvidia is negotiating to invest up to $30 billion in OpenAI, which may lead to a pre-financing valuation of approximately $730 billion for the company [1] - The previous $100 billion collaboration framework between Nvidia and OpenAI has been replaced by a more direct equity investment structure [2] - OpenAI's revenue is projected to reach $13.1 billion in 2025, surpassing the previously set target of $10 billion, with a funding consumption of about $8 billion, lower than the $9 billion target [4] Group 3 - OpenAI's ChatGPT currently has over 900 million weekly active users, an increase from 800 million in October of the previous year [4] - The company has entered a "code red" state to enhance the capabilities of its chatbot in response to competition from Google and Anthropic [4] - OpenAI's programming product Codex has surpassed 1.5 million weekly active users, competing directly with Anthropic's Claude Code [5]