Mark Kretschmann · @mark_k · X·2026-09-19 16:19·1小时前
AI 导读

据称 OpenAI 预计 2026 至 2030 年烧掉约 $278 billion 现金。该公司预计同期总收入 $840 billion,但仅算力支出就达 $856 billion。作者认为在此规模下资本获取几乎与模型质量同等重要,OpenAI 需持续筹集前所未有的资金来维持节奏。

Mark Kretschmann@mark_k
62AI 编辑部评分,满分 100
2026-09-19 16:19· 1小时前
AI 导读

据称 OpenAI 预计 2026 至 2030 年烧掉约 $278 billion 现金。该公司预计同期总收入 $840 billion,但仅算力支出就达 $856 billion。作者认为在此规模下资本获取几乎与模型质量同等重要,OpenAI 需持续筹集前所未有的资金来维持节奏。

OpenAI reportedly expects to burn an almost unimaginable $278 billion in cash between 2026 and 2030.

The company projects $840 billion in total revenue over that period, but $856 billion in compute spending alone.

At this scale, access to capital becomes nearly as important as the quality of the models. OpenAI will have to keep raising unprecedented sums just to maintain its pace.