微软首次披露:OpenAI 贡献其约 70% AI 收入
Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microso…
关注 AI 产业链和云厂商的同学必看,这是微软首次官方披露 OpenAI 对其 AI 收入的贡献比例,直接反映两家巨头的深度绑定和云业务依赖,值得追踪后续影响。
Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microsoft's AI revenue, per new filings.
微软刚刚首次披露,根据新的文件,OpenAI 为微软的 AI 收入贡献了约 70%。
based on projected growth and previous disclosures that relate to revenue derived from OpenAI.
基于预计的增长以及先前与 OpenAI 相关收入的披露。
Most of the $24.1B is OpenAI's cloud bill for the Microsoft data centers that train and serve ChatGPT, topped up by model-development costs and a share of OpenAI's own sales, all booked together as revenue by the Microsoft that has also funded $11.9B into OpenAI.
在 241 亿美元中,大部分是 OpenAI 为训练和运行 ChatGPT 的微软数据中心的云账单,再加上模型开发成本和 OpenAI 自身销售的一部分,所有这些都被微软记为收入,而微软也已向 OpenAI 投资了 119 亿美元。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力