OpenAI向投资者修正了全年收入预期，将原定的700亿美元下调至500亿美元，降幅达200亿美元1。这一调整基于截至9月末的销售数据1，随即引发市场对AI行业需求增速的担忧。受此影响，美国科技股大幅下跌，纳斯达克指数下滑1.4%，其中英伟达跌2.9%，甲骨文跌5.5%，美光跌4.8%1。
OpenAI目前正在进行规模300亿美元的融资轮，公司估值约为1.4万亿美元1。公司首席执行官Sam Altman表示，OpenAI今年不会进行首次公开募股，理由涉及AI安全问题1。这次融资轮是继3月份122亿美元融资（当时估值852亿美元）之后的新一轮融资1。与此同时，竞争对手Anthropic的收入预期为650亿美元（截至7月末），并计划最快下月进行IPO1。
OpenAI has significantly revised its full-year revenue projections downward, reducing its forecast from $70 billion to $50 billion based on sales data through September 1. The $20 billion reduction has triggered broader market anxiety about artificial intelligence demand growth, with major technology stocks experiencing substantial declines 1.
The revenue adjustment comes as OpenAI is undertaking a $30 billion financing round that values the company at approximately $1.4 trillion 1. This latest fundraising represents a significant increase from the company's previous financing in March, which raised $12.2 billion at a valuation of $85.2 billion 1. CEO Sam Altman indicated that despite the capital raise, OpenAI will not pursue a public listing this year, citing artificial intelligence safety considerations as the primary reason 1.
The earnings forecast downgrade has reverberated across financial markets, with the Nasdaq index declining 1.4 percent, while major semiconductor and technology firms saw steeper losses, including Nvidia down 2.9 percent, Oracle down 5.5 percent, and Micron down 4.8 percent 1. Anthropic, a competing AI company, has projected revenues of $65 billion as of July and is planning to proceed with an initial public offering as early as next month 1.
评论
还没有评论，欢迎留下第一条。