OpenAI 回应增长焦虑："所有气缸都在运转"，反驳 IPO 担忧
OpenAI Hits Back at Growth Fears, Says ‘Firing on All Cylinders’
OpenAI 周二反击外界对其销售增长的质疑，声明消费者和企业业务均"所有气缸全力运转"，业务和广告需求持续增长，内部情绪"极其积极"。《华尔街日报》此前报道 OpenAI 多个内部目标未达标，首席财务官莎拉·弗里亚尔和公司高层担心，若收入增速不足，可能无法支付未来算力合同费用。OpenAI 将该报道定性为"顶级点击诱饵"。
OpenAI responded to concerns about its sales growth, stating that its consumer and enterprise businesses are ‘firing on all cylinders’ and that it continues to see growth in demand from business customers and its nascent advertising business. The company declared the internal mood ‘incredibly positive.’ The Wall Street Journal reported that OpenAI fell short of several internal targets as rivals gained ground, with CFO Sarah Friar and other leaders reportedly concerned that the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough. OpenAI described the WSJ report as ‘prime clickbait.’ Glasswing Ventures Founder & Managing Partner Rudina Seseri commented on Bloomberg Businessweek Daily.
对 AI 行业的影响
OpenAI 的公关反击与其 IPO 时间线高度同步。内部目标Miss 加上卸载率飙升，揭示了商业化压力与增长放缓并存的结构性矛盾。若收入增速持续落后于算力成本，IPO 故事线将面临资本市场重新定价。
原文参考
来源：Bloomberg Technology · 2026-04-28
OpenAI pushed back against concerns over its sales growth on Tuesday, saying its consumer and enterprise businesses are “firing on all cylinders” despite a report about the AI startup missing internal targets. The ChatGPT creator said it continues to see growth in demand from business customers and its nascent advertising business. “The mood internally is incredibly positive,” the company said in a statement. The Wall Street Journal reported late Monday that OpenAI had fallen short of several internal targets as rivals gained ground. OpenAI described the report as “prime clickbait.” Rudina Seseri, Glasswing Ventures Founder & Managing Partner joined to discuss on Bloomberg Businessweek Daily. (Source: Bloomberg)