OpenAI将2030年算力支出下调至6000亿美元 敲定超千亿融资估值破8500亿美元 ChatGPT周活超9亿

Group 1 - OpenAI has adjusted its long-term capital expenditure plan, reducing its total computing expenditure target from $1.4 trillion to $600 billion by 2030 due to concerns about expansion outpacing potential revenue [1] - In 2025, OpenAI is projected to achieve revenue of $13.1 billion, exceeding its annual target of $10 billion, while its capital consumption is expected to be $8 billion, lower than the anticipated $9 billion [1] - OpenAI's gross margin is expected to decline to 33% in 2025, with positive cash flow anticipated only by 2030, and total revenue is expected to exceed $280 billion by 2030, with consumer and enterprise business contributions being roughly equal [1] Group 2 - OpenAI, founded in 2015, transitioned from a non-profit research lab to a mainstream market player after launching ChatGPT in 2022, which now has over 900 million weekly active users, an increase from 800 million in October [2] - In response to competition from Google and Anthropic, OpenAI entered a "red alert" status in December, focusing on product improvements for ChatGPT, which had previously seen a slowdown in growth [2] - The weekly active users for OpenAI's programming product Codex have surpassed 1.5 million, directly competing with Anthropic's Claude Code [2]