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OpenAI CEO最新回应:收入远不止130亿美元
第一财经·2025-11-03 04:11

Core Viewpoint - OpenAI's CEO Sam Altman denies rumors of an IPO in the near future and emphasizes that the company's revenue is significantly higher than the reported $13 billion, indicating strong demand for OpenAI's stock among potential investors [3][7]. Group 1: Financial Performance and Projections - Altman asserts that OpenAI's actual revenue exceeds $13 billion, and there is a high demand for its stock from investors [5][6]. - The company is making substantial investments in computing infrastructure, amounting to $1.4 trillion in commitments, which Altman defends as a forward-looking bet on continued growth [5][6]. - OpenAI aims to become a significant AI cloud service provider, with additional revenue streams expected from consumer devices and technologies that automate scientific research [6][7]. Group 2: Market Dynamics and Infrastructure Challenges - Altman acknowledges the potential for overcapacity in computing power in the future, but he cannot predict the exact timeline for this occurrence [6]. - Microsoft CEO Satya Nadella highlights that the primary challenge is not overcapacity but rather the speed of power and infrastructure development necessary for data centers [6]. - OpenAI's strategy is based on the belief that as AI technology becomes cheaper, demand will continue to grow exponentially [6]. Group 3: Future Developments in AI - Altman expresses optimism about the advancements in AI, particularly with the Codex programming model, which is expected to evolve from handling "hours-long tasks" to "days-long tasks" [7]. - By 2026, Altman hopes AI will contribute to even minor scientific discoveries, marking a significant milestone for human civilization [8].