OpenAI正在走出今年早些时候的低迷。据彭博社援引匿名消息人士报道，得益于近期AI模型的强劲需求，该公司季度营收首次突破100亿美元。
OpenAI is bouncing back from the doldrums it experienced earlier this year. The company’s quarterly revenue crossed $10 billion for the first time, thanks to strong demand for its recent AI models, Bloomberg reported, citing anonymous sources.
若属实，这将较该公司据报在第二季度录得的67亿美元销售额增长近50%。这也意味着其营收增速大幅提升，此前据称今年第一季度至第二季度增速约为18%。
If true, that would represent an almost 50% jump from the $6.7 billion in sales the company reportedly recorded in the second quarter. That would also mark a sizable increase in its revenue growth rate, which was previously said to be about 18% between the first and second quarters of the year.
报道称，OpenAI的盈利状况似乎也有所改善，其调整后营业利润率从第二季度的-150%收窄至第三季度的-109%。
OpenAI’s profitability picture also appears to have improved, with its adjusted operating margin narrowing from -150% in the second quarter to -109% in the third quarter, the report said.
OpenAI是最早将AI模型商业化的公司之一，它其实并不难维持营收的持续增长——在57亿美元季度营收的基础上再增长18%，无论以何种标准衡量都是巨大的增幅，尤其是与大多数软件企业相比。
OpenAI, one of the first to commercialize AI models, wasn’t exactly struggling to continue growing its top-line expansion — 18% growth on top of $5.7 billion in quarterly revenue is massive by any measure, especially compared to most software businesses.
但它的这些增长却被主要竞争对手Anthropic盖过。Anthropic在抢占AI模型企业市场上已取得领先，最近公布的第三季度营收为170亿美元。OpenAI更广泛的业务重心帮助其在早期吸引了庞大的用户群并赢得人气，该公司称其用户已超过10亿，但有理由认为其中大多数是免费用户或最低价套餐的订阅者。
But it was seeing those gains be trumped by its archrival Anthropic, which has taken the lead in capturing the enterprise market for AI models and recently reported Q3 revenue of $17 billion. OpenAI’s broader focus helped it attract a large user base and gain popularity early on, and it says it has over a billion users, but it’s reasonable to assume most of those are free users or subscribers to its cheapest plans.
尽管如此，OpenAI在服务企业客户方面仍落后于Anthropic，而在这个市场上，Claude的开发商至少从营收增长来看已经领先。
Still, the company lagged Anthropic in catering to enterprises, a market where the Claude-maker has pulled ahead, at least in terms of revenue growth.
OpenAI近期受益于更严格的定价、折扣、模型改进，以及更加专注于打造面向企业的产品和能帮助人们完成任务的AI智能体，这些因素共同发挥了作用。
OpenAI has recently benefited from a combination of tighter pricing, discounts, improving models, and a greater focus on building more enterprise-focused products and AI agents that can help people complete tasks.
据彭博社报道，OpenAI的年化营收现已达到500亿美元。与此同时，正寻求在可能即将进行的IPO中获得1.4万亿美元估值的Anthropic昨天表示，截至10月底，其年化营收在一个月内增加了100亿美元，达到810亿美元。
OpenAI has now reached an annual revenue run rate of $50 billion, according to Bloomberg. Meanwhile, Anthropic, which is seeking a $1.4 trillion valuation in an IPO likely to happen soon, said yesterday that its annual revenue run rate had increased by $10 billion within a month to $81 billion as of the end of October.
当然，这些数字都不小，但这两家公司同时还要与Meta、亚马逊、微软和谷歌的模型竞争，也要与开源AI实验室推出的大量更便宜但仍能力出众的模型竞争，尤其是来自中国的模型。
None of those figures are small, of course, but the companies are also competing with models from Meta, Amazon, Microsoft, and Google, as well as a plethora of cheaper but still highly capable models from open-source AI labs, especially those from China.