Scaling AI for everyone

随着消费者、开发者和企业对人工智能需求的激增，要满足这种需求并让更多人能够使用我们的产品，需要三样东西：算力、分发能力和资金。

今天我们宣布在投前估值为 7,300 亿美元的基础上新增 1,100 亿美元投资，其中包括来自 SoftBank 的 300 亿美元、来自 NVIDIA 的 300 亿美元和来自 Amazon 的 500 亿美元。我们还与 Amazon 签署了多年的战略合作，并与 NVIDIA 确保了下一代推理算力。随着本轮推进，预计还会有其他金融投资者加入。

这些合作拓展了我们的全球版图、加深了基础设施投入并强化了资产负债表，使我们能够把前沿 AI 推向更多个人、企业和社区。

这种规模效应已经在我们的产品中显现。 Codex 把顶级工程师的能力带给任何想开发软件的人；自年初以来， Codex 的周活跃用户已增长三倍以上，达到 160 万人。越来越多的人正在创建、自动化并交付过去需要整支工程团队才能完成的软件。

超过 900 万付费企业用户在工作中依赖 ChatGPT 。初创公司、大型企业和政府都在基于 OpenAI 平台 构建，将产品和服务的设计、交付与运行方式改造过来。团队通常先从个人生产力起步，很快就把应用部署到工程、支持、财务、销售和运营等领域。我们的 Frontier 平台 帮助企业构建、部署并管理 AI 同事。

对普通用户来说， ChatGPT 是使用 AI 的起点——周活跃用户超过 9 亿，我们的消费者付费订阅用户已超过 5,000 万。订阅增长在年初显著加速，1 月和 2 月有望成为我们历史上新增订阅最多的两个月。人们用 ChatGPT 学习、写作、规划和开发。随着使用量扩大，产品在用户感知上的改进也随之显现：响应更快、可靠性更高、安全性更强、性能更稳定。

我们正进入一个新阶段：前沿 AI 正从研究走向全球规模的日常应用。未来的领导力将取决于谁能足够快地扩展基础设施以满足需求，并把这些容量转化为人们依赖的产品。这笔融资和这些合作让我们能够同时做到这两点，更快地推进让通用人工智能惠及全人类的使命。

本轮估值提升还使 OpenAI Foundation 在 OpenAI Group 的持股价值超过 1,800 亿美元，进一步巩固了这一非营利组织作为史上资源最为充足的机构之一的地位，并扩大了其在健康突破和 AI 弹性等领域开展慈善的能力。

我们的合作伙伴

OpenAI 与 Amazon 今天宣布了一项多年期战略合作，旨在加速面向企业、初创公司和终端消费者的 AI 创新。

我们也在扩大与 NVIDIA 的长期合作，包括获取 3 GW 的专用推理算力和在 Vera Rubin 系统 上 2 GW 的训练算力。这是在已经部署于 Microsoft、 OCI 和 CoreWeave 的 Hopper 与 Blackwell 系统基础上的扩展。资本与基础设施的同步扩充增强了我们在全球范围内训练和部署前沿模型的能力。

“我们在基础设施、研究和产品上推动前沿，以让 AI 更强大、更可靠、更广泛有用。 SoftBank 、 NVIDIA 和 Amazon 是与我们志同道合的长期合作伙伴，共同把真正的科学进展转化为能在全球范围内为人们带来实质性利益的系统。要构建对所有人都有效的 AI 需要跨层堆栈的深度协作，我们很高兴能与他们一同前行。”

— Sam Altman ， OpenAI 联合创始人兼首席执行官

AI demand is surging across consumers, developers, and businesses. Meeting that demand and providing everyone access to our products requires three things: compute, distribution, and capital.

Today we’re announcing $110B in new investment at a $730B pre-money valuation. This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon. We’ve also signed a strategic partnership with Amazon and secured next generation inference compute with NVIDIA. Additional financial investors are expected to join as the round progresses.

These partnerships expand our global reach, deepen our infrastructure, and strengthen our balance sheet so we can bring frontier AI to more people, more businesses, and more communities worldwide.

You can see that scale in our products. Codex brings the power of a top engineer to anyone who wants to build software. Weekly Codex users have more than tripled since the start of the year to 1.6M. More people are now creating, automating, and shipping software that once required a full engineering team.

More than 9 million paying business users rely on ChatGPT for work, and startups, enterprises, and governments are building on the OpenAI platform to transform how their products and services are designed, delivered, and run. Teams start with individual productivity and move quickly to deployment across engineering, support, finance, sales, and operations. Our Frontier platform helps enterprises build, deploy, and manage AI coworkers.

ChatGPT is where people start with AI, with more than 900M weekly active users, and we now have more than 50 million consumer subscribers.. Subscriber momentum accelerated meaningfully to start the year, with January and February on track to be the largest months for new subscribers in our history. People use ChatGPT to learn, write, plan, and build. As usage scales, the product improves in ways people feel immediately: faster responses, higher reliability, stronger safety, and more consistent performance.

We are entering a new phase where frontier AI moves from research into daily use at global scale. Leadership will be defined by who can scale infrastructure fast enough to meet demand, and turn that capacity into products people rely on. This funding and these partnerships let us do both, and move faster on our mission to ensure AGI benefits all of humanity.

The valuation from this new round increases the value of the OpenAI Foundation’s stake in OpenAI Group to over $180 billion, further strengthening what was already one of the most well-resourced nonprofits in history, and expands its capacity to fund philanthropy in areas such as health breakthroughs and AI resilience.

Our Partnership with Amazon

OpenAI and Amazon today announced a multi-year strategic partnership to accelerate AI innovation for enterprises, startups, and end consumers around the world. Read the full press release here.

Our Partnership with NVIDIA

We are also expanding our long standing collaboration with NVIDIA, including the use of 3GW of dedicated inference capacity and 2 GW of training on Vera Rubin systems. This builds on Hopper and Blackwell systems already in operation across Microsoft, OCI, and CoreWeave. Together, this capital and infrastructure expansion strengthens our ability to train and deploy frontier models at global scale.

“We’re pushing the frontier across infrastructure, research, and products to make AI more capable, reliable, and broadly useful. SoftBank, NVIDIA, and Amazon are long-term partners who share our ambition to turn real scientific progress into systems that deliver meaningful benefits for people at global scale. Building AI that works for everyone will require deep collaboration across the stack, and we’re excited to do this together.”

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