OpenAI爆紅:ChatGPT用戶狂增,企業客翻倍!

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OpenAI每週活躍用戶達4億,企業客戶數量翻倍

OpenAI今日披露,ChatGPT及其其他產品的每週活躍用戶超過4億,較去年12月增長33%。

OpenAI的首席運營官布拉德·萊特卡普(Brad Lightcap)在接受CNBC訪問時表示,公司的付費客戶數量也在快速增長。到目前為止,ChatGPT的企業用戶已達200萬,是去年9月的兩倍。

OpenAI的用戶增長可能會幫助公司完成其預計籌集的400億美元融資。上個月,《華爾街日報》報導,軟銀集團正在協助這家人工智能公司尋找投資者,這家日本科技巨頭預計將領導此次融資,承諾投入高達250億美元。

根據報導,這筆投資可能會使OpenAI的市值翻倍,達到3400億美元。

雖然用戶基數的增長可能有助於籌集資金,但這也可能使OpenAI實現盈利的努力變得更加複雜。用戶越多,OpenAI就需要在硬件上的支出越多,以滿足需求。《紐約時報》曾報導,該公司預計到2024年底將面臨50億美元的虧損,銷售額為37億美元。

OpenAI希望通過ChatGPT Pro來實現盈利,這是一個於去年12月推出的ChatGPT高級版本,提供了對公司操作任務自動化工具及其他多項福利的訪問。ChatGPT Pro的價格是次高消費者層級的10倍,但OpenAI仍在這一產品上虧損。

ChatGPT Pro提供對公司硬件密集型推理模型的無限訪問。此外,還有一個深度研究模式,通過增加用於生成回應的基礎設施來提高提示回應的質量。這些功能的硬件成本可能是ChatGPT Pro無法盈利的原因之一。

在今日的CNBC訪問中,萊特卡普詳細說明了OpenAI不僅在ChatGPT上看到需求增加,還在其應用程序編程接口(API)上看到需求上升。該高管表示,開發者流量在過去六個月中翻了一番,而o3的使用量則增長了五倍。

o3是在去年12月推出的一個大型語言模型,專為推理任務優化。為了展示其能力,OpenAI讓該模型在內部測試中挑戰業界最複雜的AI數學基準。公司表示,o3獲得的分數比之前的紀錄保持者高出10倍。

萊特卡普今天披露的五倍需求增長,顯然是通過o3-mini實現的,這是目前唯一可供開發者使用的o3版本。它是原版的縮小版,為了更快的性能和更低的推理成本,犧牲了一些輸出質量。

據報導,OpenAI計劃在年底前將其每週活躍用戶數量提升至10億。在同一時間內,公司預計其收入將超過三倍,達到116億美元。OpenAI希望在2029年前達到1000億美元的銷售額,並預計屆時將實現盈利。

這篇報導揭示了OpenAI在快速增長的同時,也面臨著盈利的挑戰。用戶基數的擴大雖然為其籌資提供了良機,但隨之而來的硬件需求和運營成本也在增加。這讓人思考,AI公司在追求增長的同時,如何平衡成本和利潤,才能在未來的市場中立足。此外,OpenAI的發展模式也引發了關於AI技術可持續性和長期盈利能力的討論,這對於整個行業來說都是一個重要的課題。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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