Soufun Group revealed an important agreement with OpenAI in its performance report released on November 11. This agreement not only increased Soufun's investment in the field of artificial intelligence but also attracted widespread attention in the industry. According to the report, the revised agreement between Soufun and OpenAI allows it to fully add a $2.25 billion investment in future financings, and the use of this funding is not subject to specific conditions.
According to the arrangement, this large investment by Soufun will be mainly used for subsequent financing of OpenAI Global, with a total planned amount of $4 billion. In this plan, Soufun will lend $1 billion to co-investors, and its actual investment is expected to reach $3 billion. This strategic investment will be implemented through the Soufun Vision Fund 2, aiming to further support OpenAI's technological development and market expansion.
Notably, Soufun's first round of investment was completed in the first quarter, amounting to $1 billion. Of this, $250 million was allocated to co-investors in the form of a syndicated loan, and the remaining $750 million was directly invested by the Soufun Vision Fund 2. As the investment progressed steadily, by the end of the second quarter, co-investors had committed to subscribing to the entire $1 billion syndicated loan.
For the upcoming second round of financing, Soufun made the corresponding decision in September 2025, continuing to implement the investment through the Soufun Vision Fund 2, maintaining the same model as the first round of financing. The forward contract of OpenAI was therefore transferred to the Soufun Vision Fund 2. The signing of this revised agreement undoubtedly injected strong financial support into OpenAI's development, enhancing its competitiveness in the global artificial intelligence field.
In today's rapidly developing technology landscape, the collaboration between Soufun and OpenAI demonstrates confidence in the future of the artificial intelligence market, marking that the two companies will continue to work together in technological innovation and business models. Both investors and industry observers should closely watch the next developments.
