OpenAI 已以 8520亿美元估值完成 1220亿美元融资，这是迄今为止最大的一轮融资，因其正加速在晶片、资料中心与人才上的支出。该轮融资由主要科技支持者领投，其中 Amazon.com Inc. 承诺投入 500亿美元，而 Nvidia Corp. 与 SoftBank Group Corp. 各投资 300亿美元。Amazon 承诺中的很大一部分，即 350亿美元，取决于 OpenAI 要么上市，要么达成通用人工智慧；此外，该公司还获得 Andreessen Horowitz、阿布达比的 MGX、D.E. Shaw Ventures、TPG 以及 T. Rowe Price 的支持。
这笔交易是史上最大规模的交易之一，远超近期 Anthropic PBC 与 xAI 的 AI 募资。OpenAI 首次透过银行管道向个人投资者募集超过 30 亿美元，并且还将被纳入 Cathie Wood 的 Ark Invest 管理的多档 ETF。CFO Sarah Friar 表示，这笔融资让 OpenAI 在为运算资源与其 AI 路线图筹资方面更具弹性；同时，公司也表示，未来几年计划在实体基础设施上支出超过 1.4 兆美元，且与 Amazon、Nvidia 等云端与晶片供应商之间有复杂的融资关系。
OpenAI 表示，目前其每月营收达 20 亿美元，其中企业销售占营收的 40%，预计到年底将达 50%。其在 ChatGPT 的广告试点在 6 周后达到 1 亿美元的年化营收，而 Amazon 的云端协议则包括为企业客户托管并分发 OpenAI 模型，并采取营收分成安排。公司也正透过停止支援 Sora 来简化产品，并开发一款桌面应用程式，将其聊天机器人、程式码工具与网页浏览器整合成单一的「SuperApp」；同时，Altman 正在重组安全与保障团队，使其更紧密地融入开发工作，并腾出时间用于基础设施与募资。
OpenAI has completed a $122 billion financing at an $852 billion valuation, its largest funding round by far, as it accelerates spending on chips, data centers, and talent. The round was led by major tech backers, with Amazon.com Inc. committing $50 billion, while Nvidia Corp. and SoftBank Group Corp. each invested $30 billion. A large share of Amazon’s commitment, $35 billion, depends on OpenAI either going public or reaching artificial general intelligence, and the company also drew support from Andreessen Horowitz, Abu Dhabi’s MGX, D.E. Shaw Ventures, TPG, and T. Rowe Price. (Key numbers: 8520, 1220, 500, 300)
The deal is one of the biggest transactions in history and far exceeds recent AI fundraisings by Anthropic PBC and xAI. For the first time, OpenAI raised more than $3 billion from individual investors through bank channels, and it will also be included in several ETFs managed by Cathie Wood’s Ark Invest. CFO Sarah Friar said the financing gives OpenAI more flexibility to fund computing resources and its AI roadmap, while the company has also said it plans to spend more than $1.4 trillion on physical infrastructure in the coming years and has complex financing ties with cloud and chip suppliers such as Amazon and Nvidia.
OpenAI said it is currently generating $2 billion in revenue each month, with enterprise sales at 40% of revenue and expected to reach 50% by year-end. Its ad pilot in ChatGPT reached $100 million in annualized revenue after 6 weeks, and Amazon’s cloud deal includes hosting and distributing OpenAI models for enterprise customers with a revenue-sharing arrangement. The company is also streamlining products by discontinuing support for Sora and developing a desktop app that combines its chatbot, coding tool, and web browser into a single “SuperApp,” while Altman is reorganizing security and safety teams to integrate them more closely into development and free time for infrastructure and fundraising.