
OpenAI 已将其新一轮融资的目标估值从本月初提出的 1.4 万亿美元下调至 1.25 万亿美元。《金融时报》援引其看到的文件报道称,部分投资人曾对较高的价格提出异议。
OpenAI has lowered the valuation it is seeking for its new funding round to $1.25tn, from the $1.4tn it pitched earlier this month. Some investors had pushed back on the higher price, the Financial Times reported, citing documents it had seen.
CNBC 率先于周四报道,该公司接近按这一估值筹集高达 300 亿美元,该估值不包含新增资金。知情人士告诉 CNBC,来自阿联酋的投资人正与 Coatue 共同领投这一轮融资。TNW 未独立核实上述数字。
The company is close to raising up to $30bn at that valuation, which does not include the new money, CNBC first reported on Thursday. Investors from the United Arab Emirates are leading the round with Coatue, people familiar with the deal told CNBC. TNW has not independently verified the figures.
彭博社报道称,此次下调幅度为 1500 亿美元。OpenAI 于 9 月首次寻求 1.4 万亿美元估值。该公司上一次融资是在 3 月,筹集了 1220 亿美元,估值(含新增资金)为 8520 亿美元。
The cut is $150bn, according to Bloomberg. OpenAI first sought $1.4tn in September. It last raised $122bn in March, at an $852bn valuation including the money.
OpenAI 告诉投资人,希望在下周末前完成签署,CNBC 报道称。最终融资规模仍在敲定中。
A deadline of next week OpenAI told investors on Thursday that it wants signatures by the end of next week, CNBC reported. The final size of the round is still being set.
彭博社报道称,Coatue 正洽谈共同领投。彭博社此前还报道,OpenAI 也曾与多家阿联酋基金接触,其中包括阿布扎比的 MGX,以及贝莱德。
Coatue is in talks to co-lead, Bloomberg reported. OpenAI has also talked to several UAE funds, among them Abu Dhabi’s MGX, and to BlackRock, Bloomberg has reported.
据一名知情人士向 CNBC 透露,除了资金外,OpenAI 还在就从阿联酋获取更多算力进行谈判。OpenAI 曾在 2 月告诉投资人,其目标是到 2030 年在算力上的总支出达到约 6000 亿美元。
Alongside the money, OpenAI is negotiating a deal for more computing capacity from the UAE, one person told CNBC. OpenAI told investors in February that it is targeting about $600bn in total compute spending by 2030.
OpenAI 拒绝就此向彭博社置评。Coatue 未立即回应彭博社的置评请求。知情人士告诉彭博社,细节仍可能发生变化。
OpenAI declined to comment to Bloomberg. Coatue did not immediately respond to Bloomberg’s request for comment. The people told Bloomberg that details could still change.
通往上市的桥梁 CNBC 报道称,这一轮融资被推介为在可能的首次公开募股(IPO)前的“机会主义式”过桥融资。OpenAI 于 6 月向美国证券交易委员会(SEC)秘密提交了申请文件,但未透露何时上市。
A bridge to a listing The round is being pitched as an “opportunistic” bridge ahead of a possible IPO, CNBC reported. OpenAI filed confidentially with the US Securities and Exchange Commission in June but has not said when it will list.
首席财务官 Sarah Friar 8 月曾告诉员工,OpenAI “将在 2027 年成为一家上市公司”,CNBC 报道称。一个月后,首席执行官 Sam Altman 表示时机不对。
Chief financial officer Sarah Friar told staff in August that OpenAI “will be a public company in 2027,” CNBC reported. A month later, chief executive Sam Altman said the timing was wrong.
“现在上市将是一个不明智的时机,”Altman 9 月表示。
“Right now would be an ill-advised moment to go public,” Altman said in September.
据彭博社报道,OpenAI 已将其首次公开募股(IPO)计划推迟至明年,理由是专注于 AI 安全。
OpenAI has pushed its IPO plans back to next year, citing its focus on AI safety, Bloomberg reported.
据彭博社报道,Anthropic 列出首位 OpenAI 此前一直试图在 Anthropic 上市前完成融资轮次。投资者预计 Anthropic 将于下月进行 IPO,彭博社报道称。据路透社报道,其寻求的估值为 1.5 万亿美元至 2 万亿美元。5 月,Anthropic 在 9650 亿美元估值下融资 650 亿美元。
Anthropic lists first OpenAI had been trying to close the round before Anthropic goes public. Investors expect Anthropic’s IPO next month, Bloomberg reported. It is seeking a valuation of $1.5tn to $2tn, Reuters reported. In May, Anthropic raised $65bn at a $965bn valuation.
据彭博社报道,这些谈判发生在 AI 股票表现疲软的一周。投资者在 Meta 和特斯拉发布财报后对 AI 支出提出质疑,Meta 未来的支出承诺高达 8250 亿美元。
The talks come in a weak week for AI stocks. Investors have questioned AI spending after results from Meta, whose future spending commitments reach $825bn, and from Tesla, Bloomberg reported.