OpenAI调整支出预期：到2030年计划在数据领域投入约6000亿美元

Core Insights - OpenAI has revised its spending plan, now expecting total expenditures in data computing to reach approximately $600 billion by 2030, significantly lower than the previously promised $1.4 trillion for infrastructure development [1][3] - The company anticipates total revenue exceeding $280 billion in 2030, with contributions from consumer and enterprise segments being roughly equal [3] - OpenAI is finalizing a substantial funding round expected to exceed $100 billion, with around 90% coming from strategic investors, including Nvidia, which is negotiating a potential investment of up to $30 billion [3] Financial Projections - OpenAI's revenue for 2025 is projected to reach $13.1 billion, surpassing the earlier target of $10 billion, while expenditures are expected to be $8 billion, lower than the previous goal of $9 billion [3] User Engagement - The weekly active users of ChatGPT have surpassed 900 million, an increase from 800 million in October of the previous year, indicating a recovery in user engagement after a slowdown [4] - OpenAI's programming tool Codex has also seen its weekly active users exceed 1.5 million, competing directly with Anthropic's Claude Code [4]