Recently, OpenAI CEO Sam Altman gave a positive response to this in an exclusive interview. He admitted that the core reason for shutting down this groundbreaking product was not a technical bottleneck, but an extremely limited computing power.

Computing Power Competition: Sora is Not the "Top Priority"

Although Sora has stunned the world with its visual impact, it is currently facing intense resource competition within OpenAI's internal strategy:

Resource Constraints: Altman pointed out that the current computing power gap is huge, and the company must invest its limited chip resources into projects with higher returns and greater strategic significance.

Prioritization: In OpenAI's top priority list, Sora is not currently at the top, meaning it has to make way for the iteration of large models such as the GPT series.

Industry Trends: GPT-6 Rumors and Mythos' Challenge

While Sora temporarily steps back, another battle is intensifying in the AI industry:

GPT-6 Speculation: Market rumors suggest that OpenAI is fully committed to developing GPT-6, which may be the real "top priority" Altman mentioned.

Competitor Dynamics: In contrast, the Mythos model from competitor Anthropic recently faced development setbacks, with astonishing computing power consumption being reported as almost "burning out" the company, indirectly confirming Altman's concerns about the computing power dilemma.

Capital Trends: Divergence Between Physical AI and Computing Power Sectors

The shortage of computing power not only troubles model providers but also deeply affects the capital market:

New Industry Emerges: When pure software models are restricted by computing power, Red Bear AI, which has entered the physical world, has completed a 210 million yuan Series A financing, reflecting that capital is shifting towards vertical sectors that can more efficiently utilize existing resources.

Main Fund Reallocation: On April 7th, major funds in the secondary market were withdrawing from the communications sector and moving into infrastructure sectors such as basic chemicals, electronics, and power equipment. Cambricon and China Oil Capital respectively received net inflows of 2.979 billion yuan and 1.785 billion yuan.

Conclusion: The Expensive "Imagination"

Sora's temporary shutdown is a reflection of the AI industry entering an era of "computing power inflation." When computing power becomes a more precious hard currency than gold, even companies as strong as OpenAI