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OpenAI安抚员工强调营运健康 7月年化经常性营收超越第2季总额

2026-09-14 04:51:17 网络 阅读(77)

在积极追赶企业市场竞争对手 Anthropic、并试图在更便宜的开源替代方案崛起下维持成长之际,CNBC 引述知情人士说法报导,OpenAI 高层正努力向员工保证公司业务仍健康,并谈到与 Anthropic 的竞争。

OpenAI安抚员工强调营运健康 7月年化经常性营收超越第2季总额

根据 CNBC 检视的会议部分逐字稿,OpenAI 财务长 Sarah Friar 周三 (29 日) 在一场内部员工会议中表示,OpenAI 7 月的年化经常性营收 (annualized recurring revenue, ARR) 已超越第 2 季的营收规模,「而且第 2 季表现也绝对不差」。

Friar 与 OpenAI 董事会主席 Bret TaylorTaylor 指出,公司成长动能主要来自 GPT-5.6 系列模型、新企业人工智慧 (AI) 代理工具 ChatGPT Work,以及 AI 程式设计工具 Codex 采用率持续提升。

OpenAI 正在筹备首次公开发行 (IPO),处于证明自己值得 8520 亿美元估值的压力下。该公司面临着快速变化的竞争环境,包括 Anthropic 与 Google(GOOGL-US),还有中国推出的一系列所谓「开放权重模型」,这些模型可用成本大幅低于美国竞争对手。

中国 AI 新创公司月之暗面 (Moonshot AI) 本月稍早推出 Kimi K3,声称该模型已拉近与美国顶尖 AI 产品的差距,并在部分基准测试中超越 OpenAI 与 Anthropic 最强大系统。

Anthropic 估值今年稍早已超越 OpenAI,该公司 5 月表示,拜 Claude Code 工具在开发者市场大受欢迎之赐,营收年化预估值已突破 470 亿美元,远高于 2025 年全年约 100 亿美元营收。

而据《The Information》3 月报导,知情人士透露,OpenAI 近期年化营收突破 250 亿美元。

OpenAI 正加速吸引新用户,尤其是企业客户与开发者,以创造足以支撑 AI 基建计划所需的营收。该公司目前正与辉达 (NVDA-US) 洽谈最高 2500 亿美元的担保,以协助后者租用位于俄亥俄州的大型 AI 资料中心。

Taylor 周三在员工会议上表示,Anthropic 今年初展现强劲动能,也承认 OpenAI 必须在程式设计市场追赶对手。

不过,他表示对 Codex 的成长感到鼓舞,他说:「你们看到一些深入使用 Claude Code 的人,最后面临非常高昂的帐单,并开始寻找替代方案。」

OpenAI 与 Anthropic 6 月都已向美国证券交易委员会 (SEC) 秘密提交 IPO 申请,但皆未透露上市时间表相关细节。

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    {
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    "description": "在积极追赶企业市场竞争对手 Anthropic、并试图在更便宜的开源替代方案崛起下维持成长之际,CNBC 引述知情人士说法报导,OpenAI 高层正努力向员工保证公司业务仍健康,并谈到与 Anthropic 的竞争。 根据 CNBC 检视的会议部分逐字稿,OpenAI 财务长 Sarah Friar 周三 (29 日) 在一场内部员工会议中表示,OpenAI 7 月的年化经常性营收 (annualized recurring revenue, ARR) 已超越第 2 季的营收规模,「而且第 2 ",
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    "content": "<p>在积极追赶企业市场竞争对手 Anthropic、并试图在更便宜的开源替代方案崛起下维持成长之际,CNBC 引述知情人士说法报导,OpenAI 高层正努力向员工保证公司业务仍健康,并谈到与 Anthropic 的竞争。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6551420/l/f000506e0c948cdad1d4f0abb9a03a9d.jpg\" alt=\"OpenAI安抚员工强调营运健康 7月年化经常性营收超越第2季总额\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据 CNBC 检视的会议部分逐字稿,OpenAI 财务长 Sarah Friar 周三 (29 日) 在一场内部员工会议中表示,OpenAI 7 月的年化经常性营收 (annualized recurring revenue, ARR) 已超越第 2 季的营收规模,「而且第 2 季表现也绝对不差」。</p>\n\n<p>Friar 与 OpenAI 董事会主席 Bret TaylorTaylor 指出,公司成长动能主要来自 GPT-5.6 系列模型、新企业人工智慧 (AI) 代理工具 ChatGPT Work,以及 AI 程式设计工具 Codex 采用率持续提升。</p>\n\n<p>OpenAI 正在筹备首次公开发行 (IPO),处于证明自己值得 8520 亿美元估值的压力下。该公司面临着快速变化的竞争环境,包括 Anthropic 与 Google(GOOGL-US),还有中国推出的一系列所谓「开放权重模型」,这些模型可用成本大幅低于美国竞争对手。</p>\n\n<p>中国 AI 新创公司月之暗面 (Moonshot AI) 本月稍早推出 Kimi K3,声称该模型已拉近与美国顶尖 AI 产品的差距,并在部分基准测试中超越 OpenAI 与 Anthropic 最强大系统。</p>\n\n<p>Anthropic 估值今年稍早已超越 OpenAI,该公司 5 月表示,拜 Claude Code 工具在开发者市场大受欢迎之赐,营收年化预估值已突破 470 亿美元,远高于 2025 年全年约 100 亿美元营收。</p>\n\n<p>而据《The Information》3 月报导,知情人士透露,OpenAI 近期年化营收突破 250 亿美元。</p>\n\n<p>OpenAI 正加速吸引新用户,尤其是企业客户与开发者,以创造足以支撑 AI 基建计划所需的营收。该公司目前正与辉达 (NVDA-US) 洽谈最高 2500 亿美元的担保,以协助后者租用位于俄亥俄州的大型 AI 资料中心。</p>\n\n<p>Taylor 周三在员工会议上表示,Anthropic 今年初展现强劲动能,也承认 OpenAI 必须在程式设计市场追赶对手。</p>\n\n<p>不过,他表示对 Codex 的成长感到鼓舞,他说:「你们看到一些深入使用 Claude Code 的人,最后面临非常高昂的帐单,并开始寻找替代方案。」</p>\n\n<p>OpenAI 与 Anthropic 6 月都已向美国证券交易委员会 (SEC) 秘密提交 IPO 申请,但皆未透露上市时间表相关细节。</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/AI/article-8314.html\" title=\"AI红利改写职场排序!SK海力士连两年成南韩大学生就业首选 29日财报料创历史纪录\">AI红利改写职场排序!SK海力士连两年成南韩大学生就业首选 29日财报料创历史纪录</a></li>\n    <li><a href=\"/new/AI/article-6930.html\" title=\"ASML首遭中国技术挑战!绕道LDP技术点亮国产EUV原型机!外媒:进展超许多西方专家预期\">ASML首遭中国技术挑战!绕道LDP技术点亮国产EUV原型机!外媒:进展超许多西方专家预期</a></li>\n    <li><a href=\"/new/AI/article-11389.html\" title=\"原本不被看好成大作!宝可梦新游戏狂卖500万套 任天堂股价喷7%\">原本不被看好成大作!宝可梦新游戏狂卖500万套 任天堂股价喷7%</a></li>\n    <li><a href=\"/new/AI/article-382.html\" title=\"两年突破1兆美元?华尔街恐低估AI热潮 黄仁勋:未来规模上看4兆美元\">两年突破1兆美元?华尔街恐低估AI热潮 黄仁勋:未来规模上看4兆美元</a></li>\n    <li><a href=\"/new/AI/article-1897.html\" title=\"「聊天已死」!ChatGPT准备推出史上最大改版、OpenAI打造「超级应用」\">「聊天已死」!ChatGPT准备推出史上最大改版、OpenAI打造「超级应用」</a></li>\n    <li><a href=\"/new/AI/article-2028.html\" title=\"苹果AI揭底牌 联手Google、辉达打造新一代Siri\">苹果AI揭底牌 联手Google、辉达打造新一代Siri</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-07-30T08:00:05.000Z",
    "updatedAt": "2026-09-13T20:51:17.000Z"
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