OpenAI，大动作！

Core Viewpoint - OpenAI has restructured from a non-profit organization to a Public Benefit Corporation, laying the groundwork for a potential IPO in the future [1][3][6]. Group 1: Agreement Details - Microsoft and OpenAI have signed a new agreement that marks a significant evolution in their partnership, which began in 2019 [3]. - OpenAI's non-profit entity has been renamed OpenAI Foundation, while its profit-making division is now OpenAI Group PBC [3]. - Microsoft holds an investment value of approximately $135 billion in OpenAI PBC, representing about 27% ownership, while the OpenAI Foundation holds 26% [3]. Group 2: Financial Implications - The agreement includes a cloud computing contract valued at $250 billion, ensuring collaboration between the two companies until at least 2032 [3]. - OpenAI's CEO, Sam Altman, indicated that the company requires $1.4 trillion to build around 30 gigawatts of data center infrastructure [7]. - The construction cost for each gigawatt can reach up to $50 billion, with Altman aiming to reduce this to $20 billion [7]. Group 3: Future Outlook - The restructuring allows OpenAI to operate more like a traditional company, providing Altman with greater flexibility to negotiate deals and raise funds [4][6]. - Analysts believe that an IPO is the most likely path for OpenAI, as the new agreement removes previous funding and resource limitations [6]. - Nvidia's CEO expressed optimism about OpenAI's potential IPO, suggesting it could be one of the most successful in history [7].