据媒体援引消息人士报道，ChatGPT开发商OpenAI告诉投资者，其目前的目标是： 到2030年，总算力支出约为6000亿美元。 这一新数字较此前OpenAI领导层提出的更为激进的支出目标大幅缩水。 就在几个月前，该公司首席执行官山姆·奥尔特曼曾宣称将投入1.4万亿 美元用于基础设施建设，这一规模令震惊了硅谷和华尔街。 据消息人士透露，随着市场日益担忧其扩张野心相对于潜在收入而言过于庞大， OpenAI下调了其计划支出规模，并给出了更明确的时间表。 消息人士表示，OpenAI计划将相当比例的新资金投入算力相关硬件采购，包括来自英伟达的芯片产品，用于数据中心和基础设施建设。 面临激烈竞争 消息人士称，OpenAI 预计到2030年公司总营收将超过2800亿美元，消费者业务与企业业务的贡献大致相当。该公司提出的支出计划旨在 更直接地与其预期收入增长挂钩。 消息人士还称，OpenAI 2025年实现营收131亿美元，高于其原本设定的100亿美元的目标；全年支出80亿美元，低于90亿美元的预期。 另有报道称，OpenAI 向投资者透露，2025年其用于运行AI模型的相关费用（即推理成本）同比增长了三倍，导致公司调整 ...

Core Insights - India hosted a significant AI event, the AI Impact Summit, which faced organizational challenges and controversies, impacting its intended message as a leading AI player [1][10] Group 1: Event Overview - The AI Impact Summit was one of the largest AI events globally, but it was marred by chaos and confusion, including traffic issues and unclear instructions for media access [1][3][4] - Delegates expressed frustrations regarding the organization of the summit, highlighting the difficulties faced by attendees [4][10] Group 2: Controversies - Bill Gates was scheduled to give a keynote address but withdrew unexpectedly, causing uncertainty around his participation [5] - A university was reportedly removed from the summit for misrepresenting a robot dog as its own creation, which was actually developed by a Chinese firm [6][7] Group 3: Industry Engagement - Despite the challenges, major tech firms, including OpenAI and Google, engaged positively with the Indian market, emphasizing its potential due to a large talent pool and consumer market [10][11] - OpenAI announced it would be the first customer of Tata Consultancy Services' data center business, while Google formed partnerships with educational institutions for its AI initiatives [11] Group 4: Government and Future Prospects - The Indian government aims to attract $200 billion in AI investment over the next two years, positioning the country as a potential AI hub [11][12] - The enthusiasm from tech leaders at the summit indicates India's growing importance as a critical market for major global firms [12]

英伟达与OpenAI的千亿美元投资协议可能打了三折。 双方公开维护合作关系 尽管交易结构发生重大变化，OpenAI首席执行官Sam Altman和黄仁勋一直试图消除有关两家公司关系 降温的报道。 据英国《金融时报》周五报道，英伟达即将敲定对OpenAI的300亿美元股权投资，作为这家人工智能初 创公司大规模融资轮的一部分，标志着双方关系从复杂的长期承诺转向更直接的资本安排。报道援引知 情人士称，英伟达正处于与OpenAI谈判的最后阶段，这笔投资最早可能在本周末完成。 据华尔街见闻此前文章，最初的1000亿美元交易因英伟达内部对交易条款产生疑虑而陷入停滞，黄仁勋 近几个月私下向业内人士强调该协议并无约束力且未最终敲定。 这笔300亿美元股权投资是OpenAI更大融资计划的组成部分。据知情人士称，该融资轮有望筹集超过 1000亿美元，将使OpenAI估值达到7300亿美元，不包括新注入资金。OpenAI将把大部分新资本再投资 于英伟达硬件，但双方不会推进去年9月宣布的1000亿美元多年期投资合作关系。 从复杂协议到直接股权投资 去年9月宣布的协议以"意向书"形式将人工智能热潮核心的两家公司紧密联系在一起，并在几周 ...

Group 1 - Major tech companies are committing to invest hundreds of billions of dollars into AI initiatives in India, with a total capital expenditure potentially reaching $700 billion this year [1] - Indian tech group Reliance plans to invest $110 billion into data centers and infrastructure, while Adani has outlined a $100 billion AI data center buildout over the next decade [2] - Microsoft announced its intention to invest $50 billion in AI in the Global South by the end of the decade, alongside partnerships between OpenAI, AMD, and Tata Group to enhance AI capabilities [3] Group 2 - The announcements of these investments were made during a significant summit, which also faced controversy, including Bill Gates withdrawing due to backlash over his past associations [4]

OpenAI is more like OpenLie https://t.co/CBrpHwoP8L ...

峰会合影环节各自握拳、拒绝握手 图GJ 两名硅谷大佬在 据新华社报道，眼下正在印度举行的人工智能（AI）影响力峰会频现"翻车现场"。先有当地大学拿中国 产机器狗冒充自主研发成果引发群嘲，后在印度总理莫迪出席的场合，两名与会硅谷大佬在合影环节拒 绝握手。 组织混乱、展品失窃、交通不畅……这场号称"有史以来规模最大"的AI峰会自16日开幕以来风波不断。 在外界看来，尽管近年来印度政府在AI领域野心勃勃，但仍有很长的路要走。 阿莫代伊曾在OpenAI出任副总裁，2021年初离职，带走多名研究人员，共同创立Anthropic公司。阿莫 代伊与奥尔特曼这两个昔日同事多次在公开场合表示"看不上"对方的商业模式和理念。 此外，本次峰会还被曝出存在组织不力、后勤不畅、展台产品被盗等问题。 出丑闻遭峰会"驱逐" 在印度新德里举办AI影响力峰会期间，一条与中国相关的新闻却在社交媒体上持续发酵。 报道称，在峰会上，印度加尔戈蒂亚斯大学教授妮哈·辛格向媒体介绍一款名为"猎户座"的四足机器 狗，称其为该校研发成果。 有网友指出，该机器狗实际由中国企业研发，是一款在全球科研和教育领域广泛使用的市售产品。印度 电子和信息技术部长阿什维尼· ...

"I don't trust OpenAI and Sam Altman. I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy."一 Elon Musk https://t.co/ZUQO6KtQMb ...

RT Riley Gaines (@Riley_Gaines_)OpenAI is programmed to be a progressive echo chamber. Tread carefully.https://t.co/XdACOLHOit ...

上述知情人士解释称，OpenAI修订后的支出计划，目的是为了更直接地匹配预期收入增长。据OpenAI预计，当下的营收目标是在2030 年达到2800亿美元，其中消费者业务和企业业务的贡献将大致相当。 (文/万肇生 编辑/张广凯） OpenAI去年曾吹嘘了一个高达1.4万亿美元的基础设施投资目标，而现在它却告诉投资者，这个数字已大幅削减近六成。 2月21日，CNCB援引知情人士消息称，OpenAI正在将2030年算力支出目标，调整至约6000亿美元，较此前高调宣布的"1.4万亿美元基 础设施投资承诺"出现了显著下调。 在市场方面看来，OpenAI到底能是否能够产生足够利润，来回报这巨额的基建投资，这里需要打个问号。OpenAI现在必须证明其推理 模型在通过算力扩张后，能为客单价带来实质性地提升，以此覆盖每年超千亿美元的折旧与运营费用。 而据"The Information"此前报道，OpenAI就曾告诉投资者，其推理模型2025年运行相关的费用预计增长了四倍，导致其调整后的毛利率 从2024年的40%降至33%，该公司预计到2030年现金流才能转正。 不过，另一方面，OpenAI正在以8300亿美元估值，敲定一 ...

Core Viewpoint - OpenAI's handling of a user account linked to a mass shooting incident in Canada raises significant concerns regarding AI safety, privacy, and the legal boundaries of AI applications in monitoring potential threats [1][3][4]. Group 1: Incident Overview - A user named Jesse Van Rootselaar, linked to a mass shooting in Tumbler Ridge, Canada, had a ChatGPT account that was flagged and banned by OpenAI for potential abuse related to violence [1][2]. - The shooting resulted in eight fatalities and approximately 25 injuries, with the suspect subsequently taking his own life [1]. Group 2: AI Monitoring and Response - OpenAI identified the account associated with Van Rootselaar about eight months prior to the incident, but chose not to report it to law enforcement due to a lack of evidence indicating an imminent threat [2][4]. - Internal discussions at OpenAI revealed a divide among employees regarding whether to alert authorities, highlighting the challenges in determining actionable intelligence from AI monitoring [2]. Group 3: AI Capabilities and Limitations - The incident has sparked discussions about the effectiveness of AI systems in predicting and preventing violent behavior, contrasting with fictional portrayals in media such as "Person of Interest" [3][4]. - Current AI systems, including those developed by OpenAI, primarily rely on existing data and keyword patterns to identify potential risks rather than predicting future actions with certainty [3][4]. Group 4: Future Implications - As AI models improve in identifying and responding to existing risk signals, there is potential for the development of more advanced mechanisms capable of accurately predicting future criminal behavior and intervening before harm occurs [5].