Investing.com报道，OpenAI（纳斯达克：OAI）在截至9月的三个月内实现里程碑式财务业绩，季度营收达100亿美元。随着企业对其前沿模型的采用激增，该公司竞争地位得到巩固。据知情人士透露，该业绩较上一季度环比增长近50%，同比增长近三倍。该知情人士讨论了周二投资者简报会上分享的细节，彭博新闻社对此进行了报道。
Investing.com -- OpenAI (NASDAQ:OAI) reached a landmark financial milestone in the three months ending in September, generating $10 billion in quarterly revenue as surging enterprise adoption of its frontier models reinforced its competitive footing. The performance marks a nearly 50% sequential expansion from the prior quarter and an almost threefold advance year-over-year, according to a person familiar with the matter who discussed details shared during an investor briefing on Tuesday, as reported by Bloomberg News.
营收的强劲增长凸显了ChatGPT开发商商业动能的重新回升，此前一段时间里，竞争对手Anthropic（纳斯达克：ANT）在多项关键企业基准测试中领先于它。过去几个月，该公司管理层通过推出更强大的模型架构、激进的价格调整，以及针对自动化工作流程的自主软件代理进行有针对性的投资，增强了其市场地位。
The sharp top-line trajectory underscores renewed commercial momentum for the ChatGPT developer following a period in which rival Anthropic (NASDAQ:ANT) outpaced it across several key enterprise benchmarks. Management bolstered its market position in recent months through the rollout of more capable model architectures, aggressive price adjustments, and targeted investments in autonomous software agents designed to automate workplace workflows.
这一战略转向似乎正在改变人工智能领军企业之间的增长动态，而这正值两家公司资产负债表的关键时刻。OpenAI的商业引擎显示出加速迹象，而Anthropic的营收增速则出现显著放缓，环比增长率从第二季度的140%以上降至约47%。
This strategic pivot appears to be altering the growth dynamics between artificial intelligence leaders at a pivotal moment for both balance sheets. While OpenAI’s commercial engine demonstrated signs of acceleration, Anthropic experienced a notable moderation in top-line velocity, with sequential revenue growth tapering to roughly 47% from more than 140% in the second quarter.
尽管如此，Anthropic仍以绝对营收额保持领先，第三季度营收约为170亿美元，尽管两家公司历史上采用不同的营收核算框架。随着Anthropic即将进行华尔街首次公开募股，竞争背景愈发重要。彭博社报道，该公司本月晚些时候的上市目标估值约为1.4万亿美元。
Anthropic nevertheless retained its revenue lead by absolute volume, generating approximately $17 billion during the third quarter, though the two companies historically utilize differing revenue accounting frameworks. The competitive backdrop carries heightened significance as Anthropic nears an imminent Wall Street debut that Bloomberg reported is targeting a valuation of roughly $1.4 trillion later this month.
与此同时，OpenAI正在推进一项融资计划，将企业估值定为1.25万亿美元，此前该公司决定将预期的公开上市推迟到明年。该公司最近完成了这项股权融资的首个110亿美元份额，已为其资产负债表做好准备，以应对人工智能主导权竞争加剧所带来的高额资本支出需求。OAI现在是便宜货吗？
OpenAI, meanwhile, is advancing a capital-raising effort valuing the enterprise at $1.25 trillion after choosing to push its anticipated public listing into next year. Having recently closed an initial $11 billion tranche of that equity raise, the company has positioned its balance sheet to sustain intensive capital expenditure demands as the race for AI dominance intensifies. Is OAI a bargain right now?
最快的方法是查看我们的公允价值估计。它对OAI运行17种经过验证的估值模型，给出一个数字，以及相对于当前价格的上涨或下跌空间。
The fastest way to find out is looking at our Fair Value estimate. It runs 17 proven valuation models on OAI and gives you one number, plus the upside or downside against today’s price.
对成千上万的其他股票也这样做，你就不再猜测哪些股票已经定价完美。
Do the same for thousands of other stocks and you stop guessing which ones are already priced for perfection.
37万多名投资者依赖Investing.com的强大InvestingPro工具来验证他们的交易想法。全访问现为黑色星期五早鸟提供55%的折扣。
370,000+ investors rely on powerful InvestingPro tools from Investing.com to validate their trading ideas . Full access now 55% off for Black Friday early birds.