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CNBC AI · 2026/7/29 23:09:42

OpenAI CFO Sarah Friar tells employees that annualized revenue in July topped all of Q2
AI 中文解读
OpenAI又放出好消息了!公司首席财务官Sarah Friar在内部会议上透露,7月份的年度化收入已经超过了整个第二季度的总和。这意味着OpenAI赚钱的速度在明显加快,业务增长势头强劲,完全打消了外界对于公司盈利能力的担忧。要知道,现在AI赛道竞争激烈,Anthropic和很多开源模型都在抢市场,OpenAI能实现这样的业绩增长,说明它的技术和产品依然保持领先优势。对普通用户来说,公司收入健康意味着有更多资金投入到技术研发和服务升级中,我们用的ChatGPT等功能可能会更加稳定,功能更新也会更快。同时,激烈的市场竞争也会倒逼OpenAI不断优化产品,甚至可能带来更优惠的定价,最终受益的还是我们这些普通用户。
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AI EffectAI at WorkAI InsightsAI ImpactAI EventsAI AgeOpenAI CFO Sarah Friar tells employees that annualized revenue in July topped all of Q2Published Wed, Jul 29 20267:06 PM EDTUpdated 3 Hours AgoAshley Capoot@/in/ashley-capoot/Kate Rooney@Kr00neyWATCH LIVEKey PointsOpenAI CFO Sarah Friar and board chair Bret Taylor addressed employees in an internal meeting on Wednesday.Friar told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole. The company is trying to reassure employees that the business is healthy as competition ramps up from Anthropic and a slew of open-source players. In this articleOPENAI.FGFollow your favorite stocksCREATE FREE ACCOUNTSarah Friar, CFO of OpenAI, speaking on CNBC's Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 21st, 2026. Oscar Molina | CNBCAs OpenAI chases rival Anthropic in the enterprise and tries to sustain growth in the face of new competition from cheaper open-source alternatives, the artificial intelligence company is seeking to reassure staffers that the business remains healthy.In an internal meeting with employees on Wednesday, finance chief Sarah Friar and board chair Bret Taylor touted OpenAI's revenue growth and addressed competition with Anthropic, CNBC has learned. Friar said OpenAI's annualized recurring revenue in July exceeded the entire second quarter. "And Q2 was no slouch," Friar said, according to a partial transcript of the meeting that was reviewed by CNBC. Friar and Taylor said momentum was driven by the release of the company's GPT-5.6 series of models, its new enterprise agent called ChatGPT Work, and growing adoption of its AI coding tool, Codex. OpenAI is under pressure to justify its $852 billion valuation as it gears up for a potentially massive IPO. The company fa
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