超级利空？AI圈炸锅了

Core Insights - OpenAI has significantly reduced its total computing expenditure target to approximately $600 billion by 2030, down from a previously stated $1.4 trillion commitment for infrastructure [2] - The company anticipates total revenue exceeding $280 billion by 2030, with consumer and enterprise segments contributing nearly equally [2] - OpenAI is finalizing a funding round potentially exceeding $100 billion, with around 90% coming from strategic investors, including Nvidia, which is considering an investment of up to $30 billion [2][3] Financial Performance - OpenAI achieved $13.1 billion in revenue in 2025, surpassing its target of $10 billion, while its cash burn was $8 billion, lower than the expected $9 billion [3] User Engagement - ChatGPT's weekly active user count has surpassed 900 million, an increase from 800 million in October, indicating a recovery in user engagement after a slight decline [4] - The active user count for OpenAI's programming product Codex has exceeded 1.5 million, competing directly with Anthropic's Claude Code [4] Market Interpretation - The market has interpreted OpenAI's reduction in computing expenditure as a negative signal for computing hardware, given the company's status as a leading AI firm [5] - There is a contrasting interpretation suggesting that the figures presented by CEO Sam Altman represent different scopes and timeframes, with the $1.4 trillion being an 8-year commitment and the $600 billion being a narrower focus on computing expenditure by 2030 [6]