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NewsTopic · OpenAI营收预测1 min read·2026-10-09

OpenAI Reportedly Promises Investors $70 Billion Annualized Revenue Target This Year

OpenAI reportedly told investors it expects to hit a $70 billion annualized revenue target this year to ease concerns over missed projections.

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2026-10-09 18:30 GMT+8

OpenAI reportedly assured investors that it expects to reach a $70 billion annualized revenue target this year.

This move appears designed to assuage worries that the company had seemingly missed earlier projections. As a frontier lab, its figures are considered key to understanding underlying demand for cutting-edge AI models and justifying massive global spending on tech infrastructure.

However, some analysts noted that the annualized revenue metric is itself flawed. Despite these caveats, other indicators suggest the AI boom shows no signs of slowing: Samsung estimated its third-quarter profit grew nearly ninefold this week, while Goldman Sachs raised its forecast for economic growth in Taiwan.

Sources

  • 原始出处semafor.com↗
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ReadingResearchRadarInvestment framework

OpenAI营收预测

OpenAI向投资者澄清其年化营收约为500亿美元,而非此前广泛报道的700亿美元。这一修正源于OpenAI与竞争对手Anthropic在“年化营收”统计口径上的差异:Anthropic计入云合作伙伴销售额,而OpenAI未计入。尽管数字下…

3 steps1 piecesUpdated 2026-10-09 20:18

How it got here

  1. 2026-09-30据CNBC确认,截至9月底,OpenAI实际年化营收约为500亿美元。
  2. 2026-10-08《金融时报》等媒体报道称,此前流传的700亿美元数据是投资者试图用Anthropic的算法(含云销售)估算的结果,存在约200亿美元偏差。
  3. 2026-10-09Bloomberg报道,OpenAI向投资者表示,得益于企业业务增长,预计年底前年化营收将突破700亿美元。

What is still unsettled

  • OpenAI最终能否在2026年底实现700亿美元年化营收?
  • 随着Anthropic可能于11月IPO,两家公司不同的营收统计方式将如何影响投资者对AI板块估值的判断?
  • OpenAI推迟IPO至2027年是否会改变其当前的融资谈判策略?
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