内容来源：https://aibusiness.com/generative-ai/openai-targets-monetization-commitments-2034

内容总结：

OpenAI公布商业化路线图：算力增长驱动收入飙升，万亿美元投资计划引关注

在近期由谷歌云赞助的行业分享中，OpenAI首席财务官莎拉·弗里亚通过公司博客与内部播客，详细阐述了该公司的商业化战略与未来规划。她指出，未来12个月的核心目标是推动生成式AI的“实际应用落地”，而到2026年，关键任务在于“缩小AI现有能力与日常实际应用之间的差距”。

弗里亚披露，公司算力资源与年化收入呈现强关联性：算力从2023年的0.2吉瓦攀升至2025年的约1.9吉瓦，同期年化经常性收入则从20亿美元激增至逾200亿美元，创下“前所未见的增长规模”。她强调，算力扩张直接推动了客户采用与变现速度。

然而，高速扩张伴随着巨额投入。首席执行官萨姆·阿尔特曼此前在社交平台透露，公司未来八年预计需投入约1.4万亿美元，并坦言“这需要收入持续增长，每一次翻倍都需付出巨大努力”。目前，OpenAI的基础设施投入已远超营收，引发市场对其财务状况的关注。

为拓宽收入来源，OpenAI正探索多元商业化路径。除已在部分ChatGPT层级试水广告外，弗里亚指出，随着AI深入科学研究、药物研发、能源系统等领域，将衍生出许可授权、知识产权协议、基于成果的定价等新型经济模式。她以药物发现为例说明：“若通过授权合作实现突破，公司将可从药物销售额中分成。”

尽管大规模变现仍需时日，弗里亚明确表示，商业化必须“与用户体验自然融合”，若无法增值则不应推行。在算力投资与收入增长的双重压力下，这家AI领军企业的战略转型与盈利之路备受业界瞩目。

中文翻译：

由谷歌云赞助
选择首个生成式AI应用场景
要启动生成式AI项目，首先应关注能够优化人类信息交互体验的领域。

随着公司对基础设施投入巨额资金，其财务状况受到密切关注，提升产品使用率已成为明确目标。OpenAI首席财务官近日公布了公司服务商业化计划的最新进展，并阐明了2026年的战略重点。

在本周的博客文章中，莎拉·弗里亚解释道，ChatGPT开发商未来12个月的核心任务是"推动实际应用落地"。由于公司持续投入巨资建设基础设施，其财务状况备受审视，因此提升产品使用率成为关键焦点。弗里亚指出，2026年的重要目标是"弥合AI现有能力与个人、企业及国家日常应用之间的鸿沟"。

她补充道："这一机遇规模巨大且迫在眉睫，尤其在医疗、科学和企业领域，更优质的智能技术将直接转化为更卓越的成果。"通过梳理公司近三年的发展轨迹，弗里亚揭示了算力供应与年化营收之间的关联。

2023年可用算力为0.2吉瓦，2024年增长三倍至0.6吉瓦，2025年预计达到约1.9吉瓦。同期，年经常性收入从2023年的20亿美元跃升至次年的60亿美元，过去12个月更突破200亿美元大关。

"这种规模的增长前所未见，"弗里亚强调，"我们坚信，若这些时期拥有更多算力，客户采用速度和商业化进程将会更快。"尽管表面形势乐观，但普遍担忧在于基础设施扩张伴随着惊人成本。即使考虑到收入的急剧增长，OpenAI的支出承诺仍远超其营收规模。

首席执行官萨姆·奥尔特曼在11月6日的X（原推特）发文中表示："我们预计未来8年需投入约1.4万亿美元。这显然需要收入持续增长，而每次收入翻倍都意味着艰巨的工作！"在此背景下，OpenAI正探索多种融资渠道。尽管奥尔特曼曾称广告是"最后手段"，公司已承诺在某些层级的ChatGPT中引入广告。

更战略性的商业化进程正在推进。弗里亚指出："当智能技术融入科研、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、知识产权协议和基于成果的定价模式将共享创造的价值。互联网的发展遵循此道，智能技术亦将如此。"她在公司播客中进一步阐释了授权模式的具体运作："以药物研发为例，若我们授权技术后取得突破性成果，药物上市后我们将从销售额中获取授权分成。"

虽然这种场景可能尚需时日，但弗里亚对公司创收需求的态度极为坦诚："商业化应当与用户体验自然融合。若不能创造价值，便不应存在。"

英文来源：

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With the company investing massive amounts in infrastructure, prompting scrutiny of its finances, increased use of its products is a clear focus.
OpenAI's CFO provided an update on the company's plans to monetize its services and spelled out its priorities for 2026.
Sarah Friar explained that the focus of the ChatGPT developer over the next 12 months was "practical adoption," in blog post this week.
With the company investing massive amounts in infrastructure, prompting scrutiny of its finances, increased use of its products is a clear focus. Friar said that a key target for 2026 is "closing the gap between what AI now makes possible and how people, companies, and countries are using it day to day."
She added, "The opportunity is large and immediate, especially in health, science, and enterprise, where better intelligence translates directly into better outcomes."
Charting the growth of the company over the past three years, Friar revealed a correlation between the availability of compute and annualized revenue.
In 2023, available compute was 0.2 gigawatt, while it rose threefold in 2024 to 0.6 GW in 2024 and to around 1.9 GW in 2025.
Over the same period, the annual recurring revenue jumped from $2 billion in 2023 to $6 billion in the year that followed, and then to more than $20 billion over the past 12 months.
"This is never-before-seen growth at such scale," Friar continued. "And we firmly believe that more compute in these periods would have led to faster customer adoption and monetization."
While on the face of it that appears to be positive, the widely held concern is that this expansion of infrastructure comes at a monumental cost, and OpenAI's spending commitments heavily outweigh its revenues, even allowing for the sharp upsurge.
In a Nov. 6 post on X, formerly Twitter, CEO Sam Altman said: "We are looking at commitments of about $1.4 trillion over the next 8 years. Obviously this requires continued revenue growth, and each doubling [of revenue] is a lot of work!"
Amid this landscape, OpenAI is looking at ways to raise capital, with the company already having committed to adverts on some tiers of ChatGPT despite Altman's previous assertion that this would be a "last resort."
More strategic commercialization is on the way, with Friar stating: "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."
She provided more detail during a company's podcast on how licensing might work. "Let's say in drug discovery, if we licensed our technology, you have a breakthrough," she said. "The drug takes off, and we get a licensed portion of all its sales."
While that scenario might still be some way off, Friar is extremely transparent about the company's need to generate income. "Monetization should feel native to the experience. If it does not add value, it does not belong," she said.