内容来源：https://www.theverge.com/news/864229/openai-focus-practical-adoption-sarah-friar

内容总结：

据OpenAI首席财务官莎拉·弗里亚近日在公司官方博客中透露，该公司计划在2026年将战略重心转向人工智能的“实际应用落地”。随着在基础设施领域投入巨额资金，OpenAI正着力弥合人工智能技术能力与实际应用场景之间的差距。

弗里亚在题为《随智能价值增长而扩展的业务》的博文中指出，当前人工智能在医疗健康、科学研究和企业服务等领域存在“巨大且紧迫”的应用机遇，因为“更优质的智能将直接转化为更显著的成果”。自ChatGPT发布以来，公司通过“算力、前沿研究、产品与商业化”的飞轮效应，实现了周活跃用户与日活跃用户数据的持续突破。

尽管业务持续扩张，OpenAI的基础设施投入已形成规模。截至去年11月，公司基础设施承诺投资额已达约1.4万亿美元。为优化商业模式，该公司近期宣布将推出平台广告业务，并在全球范围内上线更经济的ChatGPT Go订阅服务。

弗里亚展望未来商业模式时表示，随着人工智能深入科学研究、药物研发、能源系统和金融建模等领域，将催生包括技术许可、知识产权协议和成果导向定价在内的新型经济模式。她强调公司通过轻资产运营、灵活供应商合作及分段资本投入等策略，在基础设施布局与市场需求间保持动态平衡。

值得关注的是，OpenAI与知名设计师乔尼·艾夫合作的硬件设备研发项目，或将成为ChatGPT实现“实际应用落地”的重要载体，首款设备有望于今年下半年亮相。

中文翻译：

OpenAI首席财务官莎拉·弗莱尔在官方博客中透露，公司计划在2026年将战略重心转向人工智能的"实际应用落地"。随着基础设施投入的持续扩大，OpenAI正致力于弥合人工智能技术能力与实际应用场景之间的鸿沟。弗莱尔指出："当前机遇巨大且迫在眉睫，尤其在医疗健康、科学研究和企业服务领域，更智能的技术将直接转化为更显著的成果。"

这篇题为《与智能价值共同成长的企业》的博客详细阐述了ChatGPT发布以来公司的发展轨迹与商业化进程。弗莱尔表示，通过"算力、前沿研究、产品开发与商业变现"形成的飞轮效应，公司周活跃用户与日活跃用户指标"持续创下历史新高"。然而大规模基础设施投入仍是当前重点——截至去年11月，公司已作出约1.4万亿美元的基础设施建设承诺。

上周OpenAI宣布即将引入广告系统，并在全球范围推出更经济的ChatGPT Go订阅服务。关于商业模式演进方向，弗莱尔透露将"突破现有销售框架"：当智能技术深入科学研究、药物研发、能源系统和金融建模领域时，新的经济模式将应运而生。技术授权、知识产权协议和成果导向定价机制将共同分享创造的价值，这正沿袭了互联网行业的发展轨迹。

这种发展体系需要严谨规划。获取顶尖算力资源需提前数年布局，而增长轨迹并非总是线性发展。有时基础设施先行于需求，有时需求倒逼产能扩张。我们通过保持财务灵活性、采用合作而非持有模式、与多供应商及硬件类型签订弹性合约来实现动态平衡。资金将根据实际需求信号分批投入，使我们在把握增长机遇的同时避免过度透支未来市场。

部分"实际应用"可能通过硬件设备实现——OpenAI正与乔尼·艾维合作开发智能硬件，首款产品有望在今年晚些时候亮相。

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英文来源：

OpenAI plans to focus on “practical adoption” of AI in 2026, according to a blog post from CFO Sarah Friar. As the company spends a huge amount of money on infrastructure, OpenAI is working on “closing the gap” on what AI can do and how people actually use it. “The opportunity is large and immediate, especially in health, science, and enterprise, where better intelligence translates directly into better outcomes.”
OpenAI’s 2026 ‘focus’ is ‘practical adoption’
As the company spends a huge amount of money on infrastructure, OpenAI is working to close the gap on what AI can do and how people actually use it.
As the company spends a huge amount of money on infrastructure, OpenAI is working to close the gap on what AI can do and how people actually use it.
Much of the blog post, titled “A business that scales with the value of intelligence,” is about how OpenAI has evolved since it launched ChatGPT and how it has scaled up its business. The company’s weekly active user and daily active user metrics “continue to produce all-time highs,” thanks to a “flywheel” across “compute, frontier research, products, and monetization,” according to Friar. However, the company is also investing a lot on infrastructure, having made about $1.4 trillion in infrastructure commitments as of November of last year.
OpenAI announced last week that it will be bringing ads to the platform soon and launched the cheaper ChatGPT Go subscription worldwide. Where OpenAI’s business model goes next will “extend beyond what we already sell,” Friar says:
As intelligence moves into scientific research, drug discovery, energy systems, and financial modeling, new economic models will emerge. Licensing, IP-based agreements, and outcome-based pricing will share in the value created. That is how the internet evolved. Intelligence will follow the same path.
This system requires discipline. Securing world-class compute requires commitments made years in advance, and growth does not move in a perfectly smooth line. At times, capacity leads usage. At other times, usage leads capacity. We manage that by keeping the balance sheet light, partnering rather than owning, and structuring contracts with flexibility across providers and hardware types. Capital is committed in tranches against real demand signals. That lets us lean forward when growth is there without locking in more of the future than the market has earned.
Perhaps some of the “practical adoption” for ChatGPT could come in the form of the hardware devices OpenAI is building in partnership with Jony Ive, with the first device potentially being shown off later this year.
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