# OpenAI 未达营收目标，Anthropic 和 Google 紧追不舍

- 来源：The Decoder：AI News（RSS）
- 作者：Maximilian Schreiner
- 发布时间：2026-04-28 17:29
- AIHOT 分数：59
- AIHOT 链接：https://aihot.virxact.com/items/cmoifm1d600l7slvc6v67nhkr
- 原文链接：https://the-decoder.com/openai-misses-revenue-targets-as-anthropic-and-google-close-in

## AI 摘要

OpenAI 在2026年第一季度未能实现内部营收目标。竞争对手Anthropic和Google施加的压力持续增大，市场追赶态势加剧。同时，OpenAI公司内部因对大规模支出承诺的分歧而紧张关系升级，反映出人工智能领域竞争日益白热化以及领先企业维持增长所面临的内部与外部挑战。

## 正文

OpenAI misses revenue targets as Anthropic and Google close in

Key Points

OpenAI missed internal revenue and user targets for the first quarter of 2026, with fast-growing competition from Google and Anthropic as a key factor.

Massive future spending commitments of around $600 billion for data centers are reportedly causing internal tensions between CEO Sam Altman and CFO Sarah Friar.

Altman and Friar also disagree on the timing of a potential IPO. An ongoing lawsuit from Elon Musk and the medical leave of a top executive are adding further pressure ahead of any public offering.

OpenAI fell short of internal revenue goals for the first quarter of 2026. Meanwhile, pressure from competitors like Anthropic and Google is mounting, and tensions inside the company over massive spending commitments are growing.

OpenAI recently missed an internal revenue target for the first quarter of 2026, according to the Wall Street Journal. Before that, ChatGPT had already fallen short of user growth goals, The Information reported. An internal target of one billion weekly active users by the end of 2025 was also missed.

The main culprits appear to be the rapid growth of Google's Gemini chatbot and Anthropic's surging revenue - the company has nearly closed the gap with OpenAI despite being founded five years later. According to the WSJ, Anthropic has been taking market share from OpenAI particularly in coding and enterprise markets. Churn rates among ChatGPT subscribers are also raising concerns.

Slowing growth collides with massive spending commitments

The missed targets come at a particularly bad time. CEO Sam Altman locked OpenAI into roughly $600 billion in future data center spending through deals struck last year. The company expects to burn through $25 billion in cash in 2026 against a revenue target of $30 billion, following roughly $13 billion in revenue and $8 billion in losses the previous year.

CFO Sarah Friar has raised internal concerns about whether OpenAI can meet its future computing contracts if revenue doesn't grow fast enough, according to the WSJ. The board has also been questioning Altman's strategy of locking in ever more compute capacity. Altman and Friar dismissed reports of disagreements in a joint statement.

On the topic of going public, the two are reportedly not aligned either: Altman wants to accelerate an IPO, while Friar doesn't believe the company will be ready to handle the reporting requirements of a public company in 2026, according to The Information.

OpenAI recently raised $122 billion, the largest funding round in Silicon Valley history. According to the WSJ, that money could be spent within three years if the company hits its ambitious revenue targets, and parts of the funding are tied to specific conditions. On the bright side, the coding tool Codex is gaining traction, and the recently released GPT-5.5 leads several industry benchmarks.

Adding to the pressure, an ongoing lawsuit from Elon Musk against Altman and the unexpected medical leave of Altman's deputy Fidji Simo are weighing on the company as it approaches a potential IPO.

AI News Without the Hype – Curated by Humans