据《信息报》报道，OpenAI第三季度营收达到100亿美元，较第二季度增长近50%。OpenAI于周二向投资者公布了这些数据。瓦利达·保和杰迈玛·麦克沃伊援引一位知情人士的话写道，市场对其较新模型和企业产品的需求有所回升。
OpenAI’s revenue reached $10bn in the third quarter, up almost 50% from the second, The Information reported. OpenAI shared the figures with investors on Tuesday. Demand for its newer models and enterprise products had picked up, Valida Pau and Jemima McEvoy wrote, citing a person familiar with the matter.
据彭博社援引知情人士的话报道，这是OpenAI营收首次在单个季度达到100亿美元。知情人士称，营收几乎是去年同期的三倍。OpenAI拒绝向彭博社置评。
It is the first quarter in which OpenAI’s revenue has reached $10bn, Bloomberg reported, citing people familiar with the matter. Revenue was almost three times its level a year earlier, they said. OpenAI declined to comment to Bloomberg.
亏损仍在扩大 《华尔街日报》的伯贝尔·金看到了相关业绩文件。文件显示，OpenAI第三季度调整后营业利润率从第二季度的-150%改善至-109%。但其调整后营业亏损仍有所扩大，从101亿美元增至109亿美元。
Losses still growing The Wall Street Journal’s Berber Jin saw documents on the results. They show OpenAI’s adjusted operating margin improved to -109% in the third quarter, from -150% in the second. Its adjusted operating loss still rose, to $10.9bn from $10.1bn.
据《华尔街日报》当时报道，OpenAI第二季度营收增长18%，达到67亿美元。这使其季度营收首次落后于Anthropic。
In the second quarter, OpenAI’s revenue grew 18% to $6.7bn, the Journal reported at the time. That left it behind Anthropic on quarterly revenue for the first time.
增长驱动因素 OpenAI总裁格雷格·布罗克曼在投资者电话会议上发言。据彭博社的雷切尔·梅茨和丽贝卡·托伦斯报道，该公司首席财务官莎拉·弗里尔和产品负责人蒂博·索蒂奥也参加了会议。
What drove the jump Greg Brockman, OpenAI’s president, spoke on the investor call. So did Sarah Friar, its chief financial officer, and product leader Thibault Sottiaux, Bloomberg’s Rachel Metz and Rebecca Torrence reported.
据彭博社报道，得益于新模型、大幅降价以及对AI智能体的更大力度投入，OpenAI营收已重拾增长势头。该公司告诉投资者，截至9月底，其年化营收约为500亿美元。这与10月份公布的500亿美元运行率一致。
OpenAI revenue has regained momentum thanks to new models, aggressive price cuts and a bigger push into AI agents, according to Bloomberg. The company told investors it ended September with roughly $50bn in annualised revenue. That matches the $50bn run rate reported in October.
与Anthropic的对比 Anthropic公布同一季度营收为169.6亿美元。该公司在11月2日的IPO文件中首次披露了这一数据。其营业亏损为5.67亿美元，调整后营业利润率为15%。
How it compares with Anthropic Anthropic reported $16.96bn in revenue for the same quarter. It first disclosed it in its IPO filing on 2 November. Its operating loss was $567m, and its adjusted operating margin was 15%.
Anthropic的增长已放缓。其第三季度营收较第二季度增长约47%。文件显示，此前一个季度的增幅曾高达144%。
Anthropic’s growth has slowed. Its revenue rose about 47% from the second quarter to the third. It had jumped 144% the quarter before, its filing shows.
这两家公司的收入计算方式不同。据TechCrunch指出，Anthropic将经由其云合作伙伴完成的销售计入收入，而OpenAI只计入部分合作伙伴销售中自己分得的份额。
The two companies count revenue differently. Anthropic includes sales made through its cloud partners, while OpenAI counts only its share of some partner sales, TechCrunch noted.
据报道，Anthropic的首次公开募股已获超额认购，定于11月18日定价。据彭博社报道，OpenAI正在以1.25万亿美元估值完成一轮融资。该公司已将自身的上市推迟到明年。
Anthropic’s IPO is reportedly oversubscribed, and it is due to price on 18 November. OpenAI is completing a funding round at a $1.25tn valuation, Bloomberg reported. It has delayed its own listing until next year.