AI 热潮降温？消息称 OpenAI 最新融资目标缩水 100 亿美元，降幅 33%

IT House reported on October 31 that the Financial Times (FT) published a blog post today (October 31), reporting that ChatGPT developer OpenAI has lowered its latest round of financing target, lowering the original target of US$30 billion (IT House note: the current exchange rate is approximately 200.087 billion yuan) to approximately US$10 billion (the current exchange rate is approximately RMB 200.087 billion). 66.696 billion yuan), and is currently seeking to raise approximately US$20 billion (approximately 133.391 billion yuan at current exchange rate) at a valuation of approximately US$1.25 trillion (approximately 8.34 trillion yuan at current exchange rate). Reports indicate that the company had planned to raise US$30 billion (approximately RMB 200.087 billion at current exchange rates) at a valuation of US$1.4 trillion (approximately RMB 9.34 trillion at current exchange rates), and positioned this round of fundraising as the "last chance" for investors to take shares before the IPO next year. However, with the sharp correction of technology stocks and the market's growing concern about the huge capital expenditures of AI, the Nasdaq 100 index, which is dominated by technology stocks, fell 3.5% on Friday. Investors began to re-examine the return cycle and sustainability of AI infrastructure investment. According to people familiar with the matter, OpenAI has set a deadline for investors to make capital commitments before Friday, but due to some investors lowering their subscription quotas, the first-round delivery amount may be less than US$20 billion (approximately 133.391 billion yuan at the current exchange rate). An investment consortium led by the UAE's state-backed technology fund MGX is expected to become the largest investor; as part of the deal, OpenAI will also have the option to lease new computing power in the UAE. Sequoia Capital, Founders Fund, Coatue, Andreessen Horowitz and SoftBank are also planning to participate. The financing pace of OpenAI is also affected by competitor Anthropic. The latter is expected to go public next month and could be valued at 1