OpenAI：首款硬件设备或下半年亮相

Core Insights - OpenAI is planning to launch its first hardware device in the second half of 2026, as stated by Chris Lehane, the head of global affairs at OpenAI [2][3] - The specific details about the device remain undisclosed, including its form factor, but it is expected to be a small, screenless device aimed at user interaction [6][7] - OpenAI's revenue is heavily reliant on user subscriptions, and the introduction of hardware is anticipated to enhance its revenue streams significantly [9] Group 1 - Chris Lehane announced at the Davos Forum that OpenAI is on track to release a hardware device in late 2026, which is one of the company's most anticipated projects for that year [2][3] - Although Lehane did not guarantee the device's release in 2026, he indicated that it is the most likely timeframe, contingent on progress [4][5] - The device is speculated to be a wearable product, potentially designed to replace existing audio devices like AirPods, with an internal code name "Sweetpea" and an expected first-year production of 40 to 50 million units [8] Group 2 - OpenAI's CFO Sarah Friar reported that the company's annualized revenue is projected to exceed $20 billion by 2025, a significant increase from $6 billion in 2024, driven by the expansion of computing power [9] - To enhance monetization, OpenAI has begun displaying advertisements in ChatGPT for select U.S. users [10]