OpenAI首席财务官萨拉·弗莱尔在内部员工会议上宣布，公司7月年化经常性收入已超过第二季度水平[1]。弗莱尔指出"第二季度本身业绩表现并不差"[1]，新增收入主要由GPT-5.6系列模型、ChatGPT Work企业产品和Codex编码工具驱动[1]。
当前OpenAI估值已达8520亿美元[1]，公司正准备进行规模可能巨大的IPO以证明这一估值的合理性[1]。同时，OpenAI与英伟达商讨获得高达2500亿美元的资金支持，用于在俄亥俄州租赁大型AI数据中心[1]，并计划到2030年实现约6000亿美元的计算总支出目标[1]。
在激烈的市场竞争中，OpenAI面临来自Anthropic、谷歌和中国开源模型的挑战[1]。值得注意的是，Anthropic 5月份年化收入已超过470亿美元，超过了OpenAI的预期[1]。OpenAI和Anthropic均已于6月向美国证券交易委员会秘密提交IPO文件[1]。
OpenAI Chief Financial Officer Sarah Fryer announced during an internal employee meeting that the company's annualized recurring revenue in July exceeded its second-quarter level [1]. The growth was driven by the GPT-5.6 series models, the ChatGPT Work enterprise product, and Codex coding tools [1].
Fryer noted that "second-quarter performance itself was not weak," suggesting the acceleration represents substantial momentum [1]. The company is preparing for a major initial public offering to validate its $852 billion valuation [1]. OpenAI is also in discussions with Nvidia regarding up to $250 billion in funding support to lease large-scale AI data centers in Ohio, with plans to reach approximately $600 billion in total computing expenditure by 2030 [1].
The revenue gains come as OpenAI faces intensifying competition from rivals including Anthropic and Google [1]. Anthropic's annualized revenue exceeded $47 billion in May, surpassing OpenAI's expectations [1]. Both companies have secretly submitted IPO filings to the U.S. Securities and Exchange Commission as of June [1].