Chubby♨️@kimmonismus · XOpenAI据悉将原定今年的IPO推迟至明年，此前已为Q3/Q4上市聘请银行和律师。Sam Altman推动顾问寻求达到1万亿美元估值的路径。《纽约时报》称，顾问警告零售投资者可能因SpaceX上市后波动及科技股回调而热情不足。OpenAI 2025年营收约130亿美元，月收入达20亿美元，计划今年收入翻三倍，但仍在数据中心、算力、招聘和营销上大举投入。与此同时，ChatGPT应用增长放缓至约9亿用户，Anthropic凭借Claude Code在企业端获取牵引，Google Gemini消费产品实力也在增强。
OpenAI is reportedly leaning toward delaying its IPO until next year - instead of this year.
The company had hired bankers and lawyers for a possible public offering as soon as Q3 or Q4 this year.
Sam Altman reportedly pushed advisers to find a path to a $1 trillion valuation.
According to the NYT， advisers have warned OpenAI that retail investors may not have the same appetite after SpaceX's volatile post-IPO trading and a broader pullback in tech stocks.
The numbers are interesting：
• OpenAI reportedly generated about $13B in revenue in 2025 • it says it is now making $2B per month • it hopes to roughly triple revenue this year • but it is still pouring huge amounts into data centers， compute， hiring and marketing