据英国《金融时报》报道,OpenAI正在考虑在计划中的IPO之前再进行一轮私募融资。

据英国《金融时报》报道,这家GPT开发商正与投资者进行早期接洽,商谈一轮可能将其估值推高至1.2万亿美元的融资。报道称,消息人士周二透露了上述情况。

在3月以投后估值8520亿美元完成1220亿美元融资后,此次潜在融资将为这家AI开发商注入新资本。

一名消息人士告诉英国《金融时报》,OpenAI“需要资本”,因为公司在训练模型上花费了数十亿美元。据英国《金融时报》6月的一篇报道,该公司去年支出达340亿美元,其中约190亿美元用于研发,近60亿美元用于销售和营销。

与此同时,据彭博社上月报道,该公司有望实现超过400亿美元的年收入。这将使其营收运行率较2025年底大致翻番。

OpenAI vs. Anthropic Revenue Run Rate

OpenAI vs. Anthropic Revenue Run Rate

  • OpenAI
  • Anthropic
As of 2026-07-31, Anthropic leads with an estimated annualized revenue run rate of $65.$80B$60B$40B$20B$0Jan '23Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["OpenAI","#16a34a"],["Anthropic","#ea580c"]],"p":[["2023-01-31T00:00:00.000Z","Jan '23",40,[[0,"$0.21B",127.7,null],[1,"$0.01B",127.99,null]],null],["2023-02-28T00:00:00.000Z","Feb '23",46.84,[[0,"$0.49B",127.3,null],[1,"$0.02B",127.98,null]],null],["2023-03-31T00:00:00.000Z","Mar '23",54.42,[[0,"$0.55B",127.21,null],[1,"$0.02B",127.97,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",61.74,[[0,"$0.62B",127.11,null],[1,"$0.03B",127.96,null]],null],["2023-05-31T00:00:00.000Z","May '23",69.32,[[0,"$0.7B",127,null],[1,"$0.03B",127.95,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",76.65,[[0,"$0.79B",126.87,null],[1,"$0.04B",127.94,null]],null],["2023-07-31T00:00:00.000Z","Jul '23",84.22,[[0,"$0.89B",126.73,null],[1,"$0.05B",127.93,null]],null],["2023-08-31T00:00:00.000Z","Aug '23",91.8,[[0,"$1B",126.58,null],[1,"$0.07B",127.91,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",99.13,[[0,"$1.14B",126.38,null],[1,"$0.08B",127.89,null]],null],["2023-10-31T00:00:00.000Z","Oct '23",106.7,[[0,"$1.3B",126.15,null],[1,"$0.1B",127.86,null]],null],["2023-11-30T00:00:00.000Z","Nov '23",114.03,[[0,"$1.53B",125.83,null],[1,"$0.1B",127.86,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",121.6,[[0,"$1.8B",125.44,null],[1,"$0.09B",127.87,null]],null],["2024-01-31T00:00:00.000Z","Jan '24",129.18,[[0,"$2.01B",125.14,null],[1,"$0.09B",127.88,null]],null],["2024-02-29T00:00:00.000Z","Feb '24",136.26,[[0,"$2.22B",124.84,null],[1,"$0.11B",127.85,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",143.84,[[0,"$2.47B",124.47,null],[1,"$0.14B",127.81,null]],null],["2024-04-30T00:00:00.000Z","Apr '24",151.17,[[0,"$2.75B",124.09,null],[1,"$0.17B",127.76,null]],null],["2024-05-31T00:00:00.000Z","May '24",158.74,[[0,"$3.06B",123.64,null],[1,"$0.21B",127.7,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",166.07,[[0,"$3.4B",123.15,null],[1,"$0.26B",127.63,null]],null],["2024-07-31T00:00:00.000Z","Jul '24",173.64,[[0,"$3.5B",123.01,null],[1,"$0.33B",127.53,null]],null],["2024-08-31T00:00:00.000Z","Aug '24",181.22,[[0,"$3.6B",122.87,null],[1,"$0.41B",127.41,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",188.55,[[0,"$4B",122.3,null],[1,"$0.51B",127.27,null]],null],["2024-10-31T00:00:00.000Z","Oct '24",196.12,[[0,"$4.45B",121.65,null],[1,"$0.64B",127.09,null]],null],["2024-11-30T00:00:00.000Z","Nov '24",203.45,[[0,"$4.94B",120.96,null],[1,"$0.8B",126.86,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",211.03,[[0,"$5.5B",120.16,null],[1,"$1B",126.58,null]],null],["2025-01-31T00:00:00.000Z","Jan '25",218.6,[[0,"$6B",119.45,null],[1,"$0.95B",126.65,null]],null],["2025-02-28T00:00:00.000Z","Feb '25",225.44,[[0,"$6.6B",118.6,null],[1,"$1.25B",126.22,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",233.01,[[0,"$7.34B",117.55,null],[1,"$2B",125.15,null]],null],["2025-04-30T00:00:00.000Z","Apr '25",240.34,[[0,"$8.12B",116.42,null],[1,"$2.44B",124.52,null]],null],["2025-05-31T00:00:00.000Z","May '25",247.92,[[0,"$9.03B",115.13,null],[1,"$3B",123.73,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",255.25,[[0,"$10B",113.75,null],[1,"$4B",122.3,null]],null],["2025-07-31T00:00:00.000Z","Jul '25",262.82,[[0,"$12.5B",110.19,null],[1,"$5B",120.88,null]],null],["2025-08-31T00:00:00.000Z","Aug '25",270.4,[[0,"$13.8B",108.34,null],[1,"$5.5B",120.16,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",277.73,[[0,"$14.9B",106.77,null],[1,"$6.19B",119.17,null]],null],["2025-10-31T00:00:00.000Z","Oct '25",285.3,[[0,"$16.12B",105.03,null],[1,"$7B",118.03,null]],null],["2025-11-30T00:00:00.000Z","Nov '25",292.63,[[0,"$17.4B",103.21,null],[1,"$7.92B",116.71,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",300.2,[[0,"$21.4B",97.51,null],[1,"$9B",115.18,null]],null],["2026-01-31T00:00:00.000Z","Jan '26",307.78,[[0,"$23.22B",94.91,null],[1,"$12.4B",110.33,null]],null],["2026-02-28T00:00:00.000Z","Feb '26",314.62,[[0,"$25B",92.38,null],[1,"$18.1B",102.21,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",322.19,[[0,"$24B",93.8,null],[1,"$27.7B",88.53,null]],null],["2026-04-30T00:00:00.000Z","Apr '26",329.52,[[0,"$28.5B",87.39,null],[1,"$39.5B",71.71,null]],null],["2026-05-31T00:00:00.000Z","May '26",337.1,[[0,"$33B",80.98,null],[1,"$50.3B",56.32,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",344.43,[[0,"$32B",82.4,null],[1,"$57B",46.78,null]],null],["2026-07-31T00:00:00.000Z","Jul '26",352,[[0,"$40B",71,null],[1,"$65B",35.38,null]],null]]}OpenAI: $40B on Jul '26. Anthropic: $65B on Jul '26
SOURCE: The Latent

OpenAI于6月秘密提交了IPO招股说明书,但首席执行官Sam Altman上周在接受《财富》杂志采访时表示,公司今年不太可能上市。

Altman说:“考虑到安全方面正在发生的一切,我实际上认为现在上市是不明智的时机,而我们对此并没有压力。”

与此同时,据报道,Claude背后的公司Anthropic告知投资者,随着公司为可能进行的轰动性IPO做准备,该公司将在第二季度实现盈利,其估值可能达到约2万亿美元