2026年中期选举并未改变OpenAI的首次公开募股（IPO）计划，OpenAI首席财务官Sarah Friar表示。“看，我们作为运营者的职责就是管理各种情景，”Friar周五在CNBC的现场采访中说道。“我认为并没有什么事情对我们产生了根本性的改变。”Friar重申了OpenAI此前计划于明年某个时候进行IPO的目标。所有人的目光都聚焦在OpenAI的主要竞争对手Anthropic身上，以及它是否会推进IPO，或许最快将于本月进行。
The 2026 midterms haven't changed OpenAI's IPO plans, OpenAI chief financial officer Sarah Friar says. "Look, we are paid as operators to manage scenarios," Friar said on Friday during a live interview on CNBC. "I don't think there was something that dramatically changed for us." Friar referred back to OpenAI's previous plans to target an IPO sometime next year. All eyes are on Anthropic, OpenAI's chief rival, and whether it will forge ahead with an IPO, perhaps as soon as this month.
民主党在中期选举中以一代人一遇的大胜击败了共和党，不仅夺回了国会控制权，而且以健康的多数优势迎来了新年。在州一级，民主党候选人在得克萨斯州、佐治亚州和俄亥俄州赢得了州长职位，他们竞选时承诺将遏制新数据中心的开发。Friar表示，OpenAI正试图将数据中心重新定位为“算力园区”，将继续投资这些庞大的设施，这些设施是OpenAI乃至更广泛的AI行业未来的核心。
Democrats turned in a generational-level rout of Republicans in the midterm elections, not only flipping control of Congress but coming into the new year with healthy majorities. At the state level, Democratic candidates flipped governorships in Texas, Georgia, and Ohio after running on promises of reining in new data center development. Friar said OpenAI, which is trying to rebrand data centers as "compute campuses," will continue to invest in the sprawling facilities that are central to both OpenAI and the broader AI industry's future.
“当我想到中期选举时，我需要继续思考如何持续投资以满足客户需求，”她说。“这始于尽早与所有超大规模云服务商建立了关系，并将继续意味着我们需要筹集资金。”
"When I think about the midterms, I need to keep thinking about how do we keep investing to meet that customer demand," she said. "It starts early with having built relationships with all of the hyperscalers, and it will continue to mean that we raise capital."
周四，OpenAI宣布了其所谓的“负责任AI基础设施新标准”。根据其承诺，OpenAI表示将支付其使用的全部电力成本及任何必要的电网改造费用，取消与公职人员的保密协议（有狭窄的例外情况），并公布其预期创造的就业岗位数据。“如果中期选举意味着对数据中心和社区的关注度增加，我们将继续努力深入这些社区，并与它们建立信任，”她说。
On Thursday, OpenAI announced what it called "a new standard for responsible AI infrastructure." Under its pledge, OpenAI said it would pay the full cost of the electricity it uses and any necessary grid improvements, do away with non-disclosure agreements with public officials (with narrow exceptions), and publish data on the jobs it expects to create. "If the midterm means more focus on data centers and communities, we're going to keep doing the work to get into those communities and to build trust with them," she said.
Friar表示，OpenAI的业务依然健康。她说，在第三季度，OpenAI的收入增长了70%，其中企业销售额翻了一番。
Friar said that OpenAI's business remains healthy. She said that in the third quarter, OpenAI's revenue grew 70%, including a doubling of its enterprise sales.
她表示，OpenAI 最新一轮私募融资的投前估值为 1.25 万亿美元，尽管她很可能口误，实际指的是 1.25 万亿美元。今年 3 月，OpenAI 宣布完成一轮融资，投后估值为 8520 亿美元。“我真心认为这很好地表明了我们第三季度的势头，以及这种势头如何延续至 2027 年，”Friar 说。Friar 表示，她期待首次公开募股（IPO）的一个原因是，上市将符合 OpenAI “让人工智能造福全人类”的使命。
She said that OpenAI's latest private funding round is at a $1.25 billion pre-money valuation, though she likely misspoke and meant $1.25 trillion. In March, OpenAI announced that it had closed a funding round at an $852 billion post-money valuation. "I genuinely think that is a good indication of our Q3 momentum and how that momentum carries into 2027," Friar said. Friar said one reason she's excited for an IPO is because a market debut would be in line with OpenAI's mission to ensure artificial intelligence for all.
“我个人非常有动力，要将正在发生的经济价值创造惠及尽可能多的人，”她说。“凭什么只让机构投资者受益？”
"I personally feel very driven to put that economic value creation that's happening into as many hands as we can," she said. "Like, why should it just be limited to institutions?"