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两年不到“计算利润率”从35%翻倍至70%,OpenAI“其实可以很赚钱”?
Hua Er Jie Jian Wen· 2025-12-22 04:23
在AI行业烧钱竞赛愈发激烈之际,OpenAI展现出令人瞩目的运营效率提升。据The Information周日报 道,该公司的计算利润率在不到两年时间内从约35%飙升至70%,显示其在控制AI模型运营成本方面取 得显著进展。 这一改善发生在OpenAI寻求高达1000亿美元融资的关键时刻。计算利润率的大幅提升意味着公司从每 一美元的服务器支出中获得了更多收入,这对潜在投资者而言是一个积极信号。 CEO Sam Altman近日在播客访谈中直言:"如果我们不继续大幅增加训练成本,我们早就盈利了。"这 一表态凸显了AI行业面临的核心矛盾——在追求技术突破与财务可持续性之间的艰难平衡。 类似的效率提升趋势在整个AI行业中出现,竞争对手Anthropic同样在大幅改善其计算成本结构,反映 了行业在运营优化方面的共同努力。 运营效率显著改善,但仍低于传统软件公司 OpenAI的计算利润率改善轨迹令人印象深刻。据知情人士透露,该指标从2024年1月的约35%,提升至 去年底的52%,并在今年10月达到约70%。这一利润率反映了公司在扣除为付费用户运行AI模型的成本 后,从收入中保留的份额。 尽管取得显著进步,但70%的计 ...
CPA Australia urges Queensland to focus on financial sustainability
Yahoo Finance· 2025-11-06 09:53
Core Viewpoint - CPA Australia recommends that the Queensland government expand its review of local council finances to focus on long-term financial sustainability rather than solely on depreciation of fixed assets [1][2]. Financial Stability Assessment - Depreciation should not be the only indicator for evaluating the financial stability of councils, as it is just one factor in the complex equation of asset management [2]. - The consumption of assets over time reflected by depreciation does not directly influence decisions regarding asset replacement or maintenance [2]. Holistic Approach to Asset Management - Councils are encouraged to adopt a more comprehensive view that includes real-world asset data, service delivery needs, and demographic pressures [3]. - The recommendation for a broader perspective follows a significant error in depreciation calculations by Sunshine Coast Council, which reported a A$30 million error contributing to a A$20 million budget deficit [3]. Strategic Recommendations - CPA Australia calls for a strategic, state-wide approach to asset management, improved financial expertise among council staff, and more reliable accounting processes [4]. - Factors such as climate change, population growth, and rising infrastructure needs should be integrated into councils' financial planning [4]. Collaboration and Competency Development - There is a need for stronger collaboration between finance and other departments, such as engineering, to enhance accurate financial reporting [5]. - Councils should invest in the right competencies and systems to support effective financial management, as errors in depreciation can undermine public trust [5]. Standardization and Support Systems - CPA Australia advocates for a centralized framework and guidelines to ensure consistent practices across councils [6]. - The necessity for standardized guidelines and improved methods for assessing asset value and estimating useful asset life has been identified [6]. - A centralized support system is proposed to help councils implement best practice procedures consistently [6].