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]

You still need software engineers today. You still need designers. I'm a PM.Do you need PMs. You know, you can have some fun jokes about that. I don't think you need them.>> Today, joining us in the hot seat, we have Alexander and Bericos, product lead for Codeex at OpenAI. This is an incredible discussion. Time to get the notebook out.>> For me, the most exciting future with AI is one where everyone just feels like a superhuman, like empowered by AI. And for that, we need tools that everyone feels fluent w ...

Group 1: Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform that enables organizations to consolidate data, build applications, and apply artificial intelligence to generate business insights [3]. Group 2: Recent Developments - On February 2, 2026, Snowflake announced a multi-year, $200 million collaboration with OpenAI aimed at helping enterprises derive more value from proprietary data using AI, making OpenAI models natively available to Snowflake's 12,600 global customers [2]. - On February 11, 2026, Goldman Sachs lowered its price target on Snowflake to $246 from $286 but maintained a Buy rating, expecting solid fundamentals that demonstrate resilience relative to the broader software sector [1]. - RBC Capital reduced its price target on Snowflake to $245 from $300 while keeping an Outperform rating, citing negative investor sentiment toward software and a preference for companies with clearer paths to AI monetization [1].

OpenAI debated calling police about suspected Canadian shooter’s chats https://t.co/VxJLd9ZKPH ...

You still need software engineers today. You still need designers. I'm a PM.Do you need PMs. You know, you can have some fun jokes about that. I don't think you need them.>> Today, joining us in the hot seat, we have Alexander and Bericos, product lead for codeex at OpenAI. This is an incredible discussion. Time to get the notebook out.For me, the most exciting future with AI is one where everyone just feels like a superhuman, like empowered by AI. And for that, we need tools that everyone feels fluent with ...

Group 1 - OpenAI has adjusted its long-term capital expenditure plan, reducing its total computing expenditure target from $1.4 trillion to $600 billion by 2030 due to concerns about expansion outpacing potential revenue [1] - In 2025, OpenAI is projected to achieve revenue of $13.1 billion, exceeding its annual target of $10 billion, while its capital consumption is expected to be $8 billion, lower than the anticipated $9 billion [1] - OpenAI's gross margin is expected to decline to 33% in 2025, with positive cash flow anticipated only by 2030, and total revenue is expected to exceed $280 billion by 2030, with consumer and enterprise business contributions being roughly equal [1] Group 2 - OpenAI, founded in 2015, transitioned from a non-profit research lab to a mainstream market player after launching ChatGPT in 2022, which now has over 900 million weekly active users, an increase from 800 million in October [2] - In response to competition from Google and Anthropic, OpenAI entered a "red alert" status in December, focusing on product improvements for ChatGPT, which had previously seen a slowdown in growth [2] - The weekly active users for OpenAI's programming product Codex have surpassed 1.5 million, directly competing with Anthropic's Claude Code [2]

不知道大家有没有这种感觉：和AI机器人短时间聊天的话还行，时间一长，就感觉对话开始变的前言不搭后语、逻辑不通。 其实这种感觉并不是错觉。 研究人员对包括 GPT-4.1、Gemini 2.5 Pro、Claude 3.7 Sonnet、o3、DeepSeek R1 和 Llama 4 在内的 15 款顶尖模型进行了超过 20 万次模拟对话 分析，揭示出一个被称为"迷失会话"的系统性缺陷。 数据显示，这些模型在单次提示任务中的成功率可达 90%，但当同样的任务被拆解成多轮自然对话后，成功率骤降至约 65%。 研究指出，模型的核心能力仅降低约 15%，但"不可靠性"却飙升 112%。 最近，微软发表的一项研究证实，即使是目前最先进的大语言模型，在多轮对话中的可靠性也会急剧下降。 研究人员指出，现有的基准测试主要基于理想的单轮场景，忽略了模型在真实世界中的行为。 因此，对于那些依赖 AI 构建复杂对话流程或智能体的开发者而言，这一结论意味着未来将要接受严峻挑战。 再来看看其他消息。 也就是说，AI 大模型仍然具备解决问题的能力，但在多轮对话中变得高度不稳定，难以持续跟踪上下文。 | Short Form | Nam ...

今天关于 OpenAI 大幅下调支出目标的新闻被讨论得非常广，我们在星球中也第一时间对这个新闻 做了说明。 这个新闻的源头应该是 CNBC 发的这个新闻。 下午，国内的媒体也进行了转发，但很可惜，国内媒体并没有搞清楚始末就进行了转发。 1.4 Trillion 的由来 在去年 10 月份，奥特曼直播中表示，OpenAI 致力于投入 1.4 万亿美元，建设总计 30GW 的算力 资源。这里的 1.4 万亿可以理解成 Capex，但不仅包括 OpenAI，还有它的合作伙伴。 而 600 B 是指 OpenAI 到 2030 年的 OpEx，所以根本就不是一回事。 这里简单解释一下 CapEx 和 OpEx 的区别： 资本支出（CapEx） CapEx 是公司花大钱买或建造能用很多年的东西，比如买机器、建厂房、买服务器或升级大楼。这 些钱不是马上花完就没了，而是把东西记成资产，之后每年通过"折旧"一点点算进成本。简单说， 就是为了未来赚钱而做的长期投资，花钱的时候现金流出很大，但当期利润不会一下子掉很多，因为 成本被分摊了。 运营支出（OpEx） OpEx 是公司每天正常运转必须花的钱，比如付员工工资、交房租、水电 ...

Core Insights - Nvidia insiders have sold over $105 million worth of company stock in 2026, with a total of 575,280 shares sold, primarily through automatic sales in January and early February [1][5]. Insider Sales Activity - Colette Kress, Nvidia's CFO, executed four transactions, selling shares at prices ranging from $172.40 to $188.85 between January 2 and February 4, 2026 [2][4]. - Ajay Puri reported two significant sales of 200,000 shares each on January 7 and January 21, 2026, at prices of $187.25 and $180.04 respectively [2][4]. - Donald Robertson sold 80,000 shares on January 2, 2026, at $188.85 per share [3][4]. Overall Insider Sales Trend - The last 12 months have seen no insider purchases, with total sales amounting to approximately $1.79 billion across 15 executives, contributing to a 24-month total of about $2.88 billion [5]. Context of Sales - The insider sales are attributed to routine diversification, option exercises, and personal financial planning rather than indicating any doubts about the company's future [6]. Strategic Moves in AI - Nvidia is reportedly in advanced discussions to invest up to $30 billion in OpenAI, which is valued at $730 billion pre-money, as part of a funding round that could raise up to $100 billion [7]. - A multiyear partnership with Meta Platforms was announced on February 17, 2026, to enhance AI infrastructure, involving the deployment of millions of GPUs and CPUs [8]. Upcoming Financial Performance - Investors are anticipating Nvidia's fourth-quarter fiscal 2026 earnings report on February 25, with expected revenue of approximately $65 billion and earnings per share of $1.52, following a record $57 billion in Q3 revenue [9].

②阿里千问宣布推出Qwen Coding Plan，支持更多模型； AI进化速递丨OpenAI推进新一轮巨额融资 ①OpenAI下调算力支出目标至6000亿美元，推进新一轮巨额融资； ④第二届国际人形机器人论坛19日至20日在瑞士比尔/比安创新园举行，探讨机器人应用发展趋势。 ③武汉出台十条措施，全力支持人工智能"超级个体"创新发展； ...