OpenAI“大而不能倒”？，Altman“不寻求财政支持”，“AI沙皇”：AI公司倒了就倒了，美国政府不会救

Core Viewpoint - The article discusses the ongoing debate regarding the future financing paths of the AI industry and the role of the government, particularly in light of statements from OpenAI executives and Trump administration AI advisor David Sacks [2][5][9]. Group 1: Government Role and AI Financing - David Sacks emphasized that the U.S. government is not expected to bail out AI companies, stating that if one company fails, others will take its place [3][4]. - OpenAI's CFO Sarah Friar mentioned the need for a banking and private equity ecosystem to support infrastructure development, hinting at potential government guarantees for data center financing [2][8]. - OpenAI CEO Sam Altman clarified that the company does not seek government guarantees for its data centers and believes that market forces should determine the success or failure of companies [5][9]. Group 2: OpenAI's Financial Strategy - Altman projected that OpenAI could achieve over $20 billion in annual revenue by the end of the year, with potential growth into the hundreds of billions by 2030, emphasizing the need for significant investment in AI infrastructure [11][12]. - OpenAI has committed to investing over $1.4 trillion in AI infrastructure, while its current annual revenue is only in the billion-dollar range [15]. - Concerns have been raised about OpenAI's financial model, with critics suggesting that some of its dealings may involve "circular financing arrangements" that obscure true risks [17][18]. Group 3: Infrastructure Development - The article highlights the importance of building real industrial capacity in the U.S. technology sector, requiring collaboration between the private sector and the government [7]. - OpenAI's spokesperson clarified that Friar's comments were meant to reflect the entire AI industry rather than just OpenAI, asserting that the company currently has no plans to seek government support [8][20]. - Friar also denied any claims of circular financing, stating that the focus is on diversifying the supply chain and building comprehensive infrastructure to increase global computing power [20][21].