当地时间10月28日，OpenAI宣布完成为期近一年的重组，为首次公开募股（IPO）奠定了基础，有望筹集巨额资金，用于支持其庞大的算力投入和科研计 划。 在新的架构下，OpenAI仍由非营利董事会——OpenAI基金会实际控制，其持有营利部门——OpenAI Group PBC（OpenAI集团公共利益公司）26%股 权，按公司近期5000亿美元估值计算，价值约1300亿美元。 此次重组将此前投资转为普通股权，解除投资者潜在收益上限，同时确保非营利方在安全和治理等关键事务上保持监督权。 新OpenAI股权架构示意图 股权结构方面，微软成为第一大股东，持有约27%股权，价值约1350亿美元。 在OpenAI宣布完成资本结构重组的同时，该公司还与微软就合作架构达成新协议。 OpenAI承诺向微软追加采购2500亿美元的Azure云计算服务；且OpenAI仍是微软的前沿模型合作伙伴。微软对OpenAI模型和产品的知识产权授权延长至 2032年，其中包含了通用人工智能实现之后的模型（需配备适当的安全护栏）。 此外，微软现在可以独立或与第三方合作推进通用人工智能，而OpenAI可以与第三方联合开发某些产品。 OpenA ...

Core Insights - OpenAI has set two key milestones: achieving AI research interns by September 2026 and fully autonomous AI researchers by March 2028, with the expectation that scientific research will be fully automated by 2028 [1][3][6] - The company has committed to building over 30 GW of infrastructure, corresponding to an investment of approximately $1.4 trillion, which is seen as just the starting point for future expansions [1][9][10] - OpenAI is transitioning from an AI assistant to a platform service provider, aiming for external developers to create more value on its platform than the company itself [3][11] Infrastructure Expansion - OpenAI plans to invest approximately $1.4 trillion in infrastructure, with a goal of creating 1 GW of computing power weekly [9][10] - The company is collaborating with major partners in the chip, data center, energy, and manufacturing sectors, including AMD, Google, and Microsoft [9][10] - The aim is to reduce the cost of each GW to about $20 billion over a five-year lifecycle, requiring significant innovation and collaboration [10] Research and Development - OpenAI is optimistic about achieving significant advancements in model capabilities by September 2026, with expectations of major progress in the coming months and years [4][5][6] - The company is focusing on scaling deep learning training and believes that the timeline to achieve superintelligence may be less than ten years [5][6] - A structured five-layer safety framework has been proposed to address safety concerns as AI capabilities advance [7] Organizational Structure - OpenAI has restructured its organization, with a non-profit foundation at the top controlling the public benefit corporation, OpenAI Group, which holds about 26% of the shares initially [14] - The foundation aims to maximize societal welfare through AI, with initial focuses on using AI to help cure diseases and building resilience against AI-related risks [14][15] Product Strategy - OpenAI is evolving its product strategy from AI assistants to an "AI cloud" platform where others can build applications and services [11][12] - The company emphasizes user freedom and privacy, aiming to provide users with significant control and customization capabilities [11][12] - A hierarchical architecture is being developed, with a focus on hardware, model training, and an ecosystem for applications and services [12][13]