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英伟达、甲骨文、CoreWeave等人工智能股票因OpenAI营收报告而下跌Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report

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周四,英伟达、甲骨文、CoreWeave以及其他人工智能相关股票走低,此前市场获悉了有关OpenAI营收的更多详细信息。

Shares of Nvidia Oracle CoreWeave and other artificial intelligence names sank lower on Thursday after the market learned more details about OpenAI's revenue.

CNBC证实,OpenAI向投资者透露,截至9月底,其年化营收约为500亿美元,低于上月末广泛报道的68亿美元。一位知情人士表示,68亿美元的数字包括了OpenAI合作伙伴的总营收,这有助于投资者将其与主要竞争对手Anthropic进行更直接的比较。《金融时报》最先报道了50亿美元这一数字。

OpenAI told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed, lower than the the $68 billion figure that was widely reported late last month. A person familiar with the matter said the $68 billion figure included gross revenue from OpenAI's partners, which helps investors make a more direct comparison with its chief rival, Anthropic Financial Times was first to report the $50 billion figure.

因讨论具体数字而要求匿名的知情人士称,OpenAI在一次投资者演示中分享了其财务状况的最新情况。该知情人士表示,除了50亿美元的年化营收外,OpenAI还吹嘘其第三季度总运行率增长了77%,同期企业业务运行率增长了107%。

OpenAI shared an update about its finances in an investor presentation, said the person, who asked not to be named in order to discuss the numbers. In addition to the $50 billion in annualized revenue, OpenAI touted 77% total run rate growth during its third quarter, as well as 107% run rate growth for its enterprise business during the same period, the person said.

随着这家公司为普遍预计将是一场轰动的IPO做准备,它正承受着向投资者证明其8520亿美元估值合理的压力。OpenAI于6月向监管机构秘密提交了招股说明书,高管们暗示该公司正着眼于2027年上市。

The company is under pressure to justify its $852 billion valuation to investors as it gears up for what is widely expected to be a blockbuster IPO. OpenAI confidentially filed its prospectus with regulators in June, and executives have signaled that the company is eyeing a 2027 debut.

在此期间,OpenAI正与投资者就潜在的新一轮融资进行早期阶段的讨论。正如CNBC此前报道的那样,该公司可能会筹集约300亿美元,但这一数字可能会发生变化。本轮融资是由投资者需求驱动的,目前尚未最终确定任何条款清单。

In the interim, OpenAI is engaging in early stage discussions with investors about a potential new funding round. The company could raise around $30 billion, as CNBC previously reported, but that figure could change. The round is being driven by investor demand and no term sheet has been finalized yet.

OpenAI在3月份完成了一轮创纪录的122亿美元融资,首席财务官萨拉·弗里尔(Sarah Friar)上周告诉CNBC,该公司仍然“资金非常雄厚”。报道称:OpenAI的年化营收比此前暗示的少200亿美元

OpenAI closed a historic $122 billion funding round in March, and CFO Sarah Friar told CNBC last week that it is still "very well capitalized." OpenAI annualized revenues $20 billion less than previously signaled: Report