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OPENAI

Prezzo OpenAI

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OPENAI
$0
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*Data last updated: 2026-05-10 01:54 (UTC+8)

As of 2026-05-10 01:54, OpenAI (OPENAI) is priced at $0, with a total market cap of --, a P/E ratio of 0,00, and a dividend yield of 0,00%. Today, the stock price fluctuated between $0 and $0. The current price is 0,00% above the day's low and 0,00% below the day's high, with a trading volume of --. Over the past 52 weeks, OPENAI has traded between $0 to $0, and the current price is 0,00% away from the 52-week high.

OPENAI Key Stats

P/E Ratio0,00
Dividend Yield (TTM)0,00%
Shares Outstanding0,00

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OpenAI (OPENAI) Latest News

2026-05-10 00:31Nvidia Commits Over $40 Billion to AI Investments in Early 2026, Including $30 Billion to OpenAIAccording to TechCrunch, Nvidia committed over $40 billion to equity investments in AI companies in the first months of 2026, with a $30 billion investment in OpenAI as the largest single commitment. The chipmaker also pledged up to $3.2 billion in glassmaker Corning and as much as $2.1 billion to data center operator IREN, which includes a five-year warrant and a separate $3.4 billion contract for managed GPU cloud services using Nvidia Blackwell systems. According to FactSet data, Nvidia announced seven multibillion-dollar investments in publicly traded companies this year while also participating in approximately two dozen funding rounds for private startups.2026-05-09 09:54OpenAI's Reward System Inadvertently Scores Thinking Chains on 6 Models Including GPT-5.4According to OpenAI's alignment team, the company recently discovered a critical training error affecting 6 large language models including GPT-5.4 Thinking: the reward mechanism inadvertently scored model thinking chains—the internal reasoning process before generating answers. GPT-5.5 was not affected. The incident violates a fundamental AI safety principle that thinking chains must never be evaluated, as doing so could incentivize models to fabricate reasoning to achieve higher scores. The faulty scoring system incorrectly included thinking chains when assessing whether responses were useful or if models had been compromised by attacks. Affected training samples represented at most 3.8% of the dataset. OpenAI has patched the vulnerability and conducted comparative experiments confirming the models did not develop deceptive behaviors. The company has deployed an automated scanning system across all training pipelines to prevent recurrence.2026-05-09 09:21OpenAI Releases Codex Migration Tool to Import Configurations from Competing AI AssistantsAccording to OneMillion_AI (Beating), OpenAI has released a migration tool within Codex that allows users to import configurations and data from other AI coding assistants, including Claude Code. The tool, announced via OpenAI's official Twitter account, automatically transfers system prompts, custom skills, 30-day chat history, MCP server configurations, hooks, and sub-agent settings. OpenAI noted that the migration tool handles most configurations automatically through an "Import other agent setup" option in Codex's settings. For incompatible settings, the tool initiates a guided conversation to assist users with manual migration. The company advised users to verify permissions and authentication settings after migration, as permission systems between platforms are not compatible.2026-05-09 05:09OpenAI President Brockman's Decade-Long Diary Exposed in Court This Week, Reveals Strategic Tensions Over Non-Profit StatusAccording to Beating monitoring and court proceedings, OpenAI President Greg Brockman's decade-long private diary containing hundreds of pages was revealed in evidence discovery this week during litigation with Elon Musk's legal team. The 2017 diary entries proved particularly contentious, with Brockman writing "the real answer is we want him out" and "we can't say we promised to stay non-profit. We don't want to say that. If we become a B-Corp in three months, then what we said before is a lie." Musk's lawyers cited these passages as evidence of deliberate misappropriation of the non-profit organization. OpenAI countered that the statements were taken out of context, noting the same diary entry also stated "stealing the non-profit from him is wrong, morally indefensible." Brockman testified that making his personal diary public was "extremely painful" but contained nothing he felt ashamed of. Silicon Valley investors mocked the disclosure, with Jason Calacanis calling it "journal-maxxing" and David Sacks dubbing it "discovery-maxxing," noting Brockman essentially provided ammunition to opposing counsel.

Hot Posts su OpenAI (OPENAI)

SnapshotLaborer

SnapshotLaborer

30 minuti fa
Palantir正站在一个微妙的十字路口：它借AI浪潮完成了自我蜕变，却又可能被同一股浪潮所淹没。 华尔街见闻提及，美东时间4日周一美股盘后，Palantir公布亮眼成绩单，营收与利润双双创下历史纪录，美国市场销售额同比翻逾一倍。 但公司股价年内已累计下跌近20%，与基本面走势明显背离。华尔街正在押注，随着OpenAI、Anthropic等大型AI实验室加速扩张，Palantir的核心软件产品对客户的吸引力或将被逐步蚕食。 **据《华尔街日报》援引知情人士透露，OpenAI正在搭建一套数据连接与结构化平台，其功能被认为与Palantir直接竞争，且团队中不乏Palantir前员工。** **OpenAI和Anthropic还双双复制了Palantir标志性的"前沿部署工程师"模式，派驻工程师嵌入客户团队以推动AI落地。** William Blair分析师Louie DiPalma在最新研报中直言： > Anthropic与OpenAI对Palantir的竞争态势正在加剧。 AI是引擎，也是隐患 ---------- Palantir的商业模式建立在数据整合与分析之上。 Palantir帮助政府机构和企业客户从海量信息中提炼洞见，支撑供应链规划、军事打击决策等各类场景。**公司直至2023年才首次实现盈利，距其成立已逾二十年。** AI的崛起为Palantir打开了一扇新窗：企业客户大量采用OpenAI、Anthropic及谷歌的大语言模型，在Palantir数据平台内处理信息，直接推动了其收入的爆发式增长。 **自Palantir推出人工智能平台（AIP）以来，股价一度累计涨幅超2300%。** ****（Palantir于2023年4月正式推出其人工智能平台 ，随后股价持续走强） 然而，Palantir本质上并非一家AI公司。它不自研模型，AIP的运作逻辑是引入第三方模型来强化自身软件能力。 用Palantir员工的话来说，大语言模型如同原油，而Palantir是将其提炼为可用产品的炼油厂。**但越来越多的人开始相信，"原油"终将学会自我提炼。** 部分专家估计，大语言模型已能够复现Palantir在大规模数据理解方面所完成的大多数工作。投资机构Direxion资本市场主管Jake Behan一语道破争议所在： > 围绕Palantir的争论不在于增长，而在于它究竟处于AI技术栈中不可或缺的位置，还是只是一个包裹在日益廉价AI模型外层的昂贵封装。 高管嘴硬，数据说话 --------- 面对外界质疑，Palantir管理层在本周的投资者电话会议上展现出一贯的强硬姿态。 **高管们将大型AI实验室的输出成果称为"slop"（垃圾内容），这个词在整场通话中被反复使用了17次。**首席执行官Alex Karp表示： > 企业客户可以去尝试市面上的各类AI产品，**但最终大多数都会回到Palantir。** 首席技术官Shyam Sankar则表示，更廉价的开源模型实际上为Palantir带来了更多业务。他说： > 模型越来越好、越来越便宜、能力越来越强，我们就越受益，这些实验室不是我们的竞争对手，它们是我们的供应链。 但财报数据中已出现裂缝。Palantir美国商业端合同预订额增速从上一季度的137%骤降至45%。 这一落差引发分析师警觉，暗示商业市场的扩张动能正在减弱，竞争压力的传导效应或许已经开始显现。 政府护城河，深但非无边 ----------- 在政府端，Palantir的壁垒依然坚固。 凭借在国防领域的先发优势和在华盛顿的深厚政治资源，Palantir在特朗普政府第二任期首年拿下逾11亿美元联邦合同，同比增长70%。 其指挥控制系统Maven Smart System即将获得"官方项目记录"地位——这是国防合同领域极为珍贵的认定资格，意味着长期稳定的资金保障。 然而，即便在五角大楼内部，Palantir的绝对主导地位也在悄然松动。 **据AI初创企业高管表示，五角大楼正将AI部署范围从总部向前线延伸，而为士兵手机或无人机设计的轻量化模型往往与Palantir系统不兼容。** Palantir已着手推出适配无人机的Maven新版本，但这场追赶能走多远，仍是未知数。 AI国防初创公司Legion Intelligence联合创始人Ben Van Roo指出，Maven已取得成功，但它覆盖的"只是国防部数千个工作流中的一个子集"。 情报收集、后勤保障等更广泛的战场场景，将催生大量Palantir体系之外的AI需求。他说： > 那才是未来十年的主战场。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
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TestnetScholar

TestnetScholar

47 minuti fa
Key takeaways ------------- * Homelessness is driven more by addiction and mental illness than by a lack of housing. * California might pass a constitutional amendment to protect retirement savings and ban the wealth tax. * Revenue for Anthropic and OpenAI is limited by data center and power supply constraints, not demand. * Anthropic and OpenAI’s growth depends on gaining more compute and power resources. * SpaceX is projected to increase its revenue by four to five billion dollars this year. * The demand for compute power is immense, and the market is expected to meet this demand. * Electricity costs are lower in areas with data centers, affecting local energy pricing. * Elon Musk’s new deal allows for a frontier model company without large unpaid capex commitments. * Anthropic has been growing at a rate of 10x annually and recently tripled its ARR. * Anthropic is forecasted to reach a trillion dollars in ARR by 2027. * The potential constitutional amendment in California could signal a shift in tax policy nationwide. * AI companies’ growth is heavily reliant on infrastructure and resource availability. * SpaceX’s revenue growth is indicative of its strategic market positioning. * The AI market is experiencing unprecedented growth, as shown by Anthropics’ performance. * The tech industry’s landscape could be significantly altered by Anthropics’ projected revenue growth. The real issues behind homelessness ----------------------------------- * > The key issue with homelessness is not a lack of housing but rather addiction and mental illness. — Chamath Palihapitiya * Understanding the broader context of homelessness involves examining urban areas and political landscapes. * Chamath emphasizes that addressing addiction and mental illness is crucial to solving homelessness. * > He basically made the key point which is look the problem here is not lack of housing it’s an addiction issue and it’s a mental illness issue. — Chamath Palihapitiya * The insight highlights underlying causes of homelessness rather than surface-level symptoms. * Addressing mental health and addiction could lead to more effective solutions for homelessness. * The political landscape plays a significant role in how homelessness issues are addressed. * Chamath’s viewpoint suggests a need for policy shifts towards mental health and addiction support. California’s potential tax policy shift --------------------------------------- * > California may pass a constitutional amendment protecting retirement savings and banning the wealth tax. — David Sacks * This potential amendment represents a significant shift in California’s tax policy. * Understanding the political climate in California is crucial for grasping the implications of this amendment. * > Can you imagine if California effectively passes a constitutional amendment protecting retirement savings and personal assets and banning the wealth tax? — David Sacks * The amendment could have broader implications for state and national tax policies. * David Sacks expresses optimism about the potential passage of this amendment. * The amendment could send a strong message to the rest of the country regarding tax policy. * This insight reflects a nonconsensus view that could influence future tax legislation. Supply constraints in AI revenue -------------------------------- * > Anthropic and OpenAI’s revenue performance is entirely constrained by supply limitations in data centers and power. — Chamath Palihapitiya * The demand for AI services is not the limiting factor for revenue growth. * Infrastructure constraints are a critical factor affecting AI companies’ financial performance. * > As I mentioned a couple weeks ago, Anthropics and OpenAI’s revenue performance has nothing to do with demand zero it is entirely to do with the supply constraints. — Chamath Palihapitiya * Understanding the operational capabilities of AI companies is key to evaluating their revenue potential. * The importance of data centers and power supply is emphasized in AI growth. * Chamath highlights the need for more compute and power for sustained growth. * This insight underscores the significance of infrastructure investment for AI companies. The growth outlook for AI companies ----------------------------------- * > The five-year outlook for Anthropic and OpenAI is robust, contingent on their access to more compute and power. — Chamath Palihapitiya * Long-term growth for AI companies depends heavily on computational resources. * > I think the five year view for those two companies is quite robust the thing that they really need is more compute and more power. — Chamath Palihapitiya * Investors and stakeholders should focus on infrastructure development for AI growth. * Chamath’s forecast provides a perspective on the viability of major AI players. * The growth potential of AI companies is closely tied to their access to necessary resources. * Understanding the role of computational resources is crucial for evaluating AI industry growth. * The five-year outlook suggests significant opportunities for investment in AI infrastructure. * This forecast highlights the importance of strategic resource allocation for AI companies. SpaceX’s revenue trajectory --------------------------- * > SpaceX is expected to generate an incremental four to five billion dollars of revenue this year. — David Sacks * SpaceX’s revenue growth is driven by strategic investments and market positioning. * Understanding SpaceX’s current market position is key to evaluating its revenue potential. * > I estimate that this is going to generate in this year an incremental four to five billion dollars of revenue. — David Sacks * The forecast highlights the impact of SpaceX’s strategic decisions on revenue. * SpaceX’s revenue growth reflects its competitive advantage in the aerospace industry. * This insight provides a specific financial forecast for SpaceX’s revenue impact. * The potential revenue increase is indicative of SpaceX’s market strength and innovation. Meeting the demand for compute power ------------------------------------ * > The demand for compute power is tremendous, and American capitalism will find a way to meet it. — David Sacks * The market is expected to address the growing demand for compute power. * Understanding the landscape of compute power demand is crucial for AI development. * > There’s tremendous demand for Anthropics and we find a way. — David Sacks * The resilience of the market is emphasized in meeting compute power needs. * The demand for compute power is a driving force in the AI industry. * This statement reflects confidence in the market’s ability to adapt to demand. * The insight highlights the importance of innovation in addressing compute power needs. The impact of data center development on energy costs ----------------------------------------------------- * > Electricity costs are lower in areas building data centers compared to those that are not, due to supply issues. — David Sacks * Data center construction affects local electricity pricing and supply. * Understanding the relationship between data centers and energy costs is important for economic planning. * > Electricity costs are going down so I’m I think that’s a boogeyman that we gotta take on. — David Sacks * The development of data centers has economic implications for local communities. * This explanation provides insight into the impact of data center growth on energy costs. * The insight highlights the need for strategic planning in data center development. * Lower electricity costs in data center areas can influence local economic policies. Elon’s strategic financial deal ------------------------------- * > The deal allows Elon to have a frontier model company without massive unpaid capex commitments. — David Sacks * The financial strategy impacts the operational capabilities of Elon Musk’s companies. * Understanding the implications of the deal is crucial for evaluating Elon’s market strategy. * > This deal fixes that problem Elon’s now able to have a frontier model company but he’s able to now not have these massive unpaid for capex commitments. — David Sacks * The deal represents a significant shift in financial strategy for AI market players. * This insight explains a strategic move to optimize financial operations in the AI industry. * The deal allows for greater flexibility in managing capital expenditures. * The insight highlights the importance of strategic financial planning for tech companies. Anthropics’ unprecedented growth -------------------------------- * > Anthropic has been growing at a rate of 10x a year and recently tripled its annual recurring revenue. — David Sacks * The AI market is experiencing rapid growth, as demonstrated by Anthropics’ performance. * Understanding the significance of ARR is crucial for evaluating company growth. * > For the last three years Anthropics has been growing at a rate of 10x a year… they grew from roughly 10,000,000,000 of ARR to 30,000,000,000. — David Sacks * The growth trajectory indicates a major shift in market dynamics for AI companies. * Anthropics’ growth reflects the broader trends in the AI industry. * This claim highlights the potential for continued expansion in the AI market. * The insight underscores the importance of strategic growth planning for AI companies. The trillion-dollar forecast for Anthropics ------------------------------------------- * > Anthropic is likely to achieve a trillion dollars in annual recurring revenue by 2027. — Chamath Palihapitiya * The forecast suggests a significant impact on the tech industry’s landscape. * Understanding the growth trajectory is key to evaluating Anthropics’ market potential. * > I think it’s pretty much a foregone conclusion that they will hit that forecast of 10x this year exiting the year call it roughly a 100,000,000,000 of ARR. — Chamath Palihapitiya * The prediction highlights the potential for major revenue growth in the AI sector. * Anthropics’ projected growth could alter the competitive dynamics in the tech industry. * This insight provides a specific prediction about Anthropics’ future revenue. * The forecast underscores the importance of strategic planning for sustained growth in AI. **Disclosure:** This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
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WealthCoffee

WealthCoffee

56 minuti fa
在过去几个月中，大模型取得了跳跃式的进步。 　　这其中最具拐点意义的事件，是Anthropic的年化收入（ARR）第一次超越OpenAI（图1）。Anthropic在2025年年底刚刚宣布ARR达到90亿美元，4个月后，这个数字达到了440亿美元（5月1日最新数据）。如果能保持这个史无前例的增速，到年底上市时，Anthropic就是一家美国AI七姐妹级别的大科技公司。而届时，这家公司成立刚满五周年。 　　推荐进入财新数据库，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。
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