OpenAI二季度营收67亿美元，环比增18%，但营业亏损率扩大，IPO前盈利更远。对手Anthropic同期营收翻倍至116亿美元，首次反超并小幅盈利。OpenAI被迫重组领导层，年初以来AI竞争格局剧烈改写，ChatGPT增长承压。
宇树科技8月19日登陆科创板，发行4044.64万股（网上970.7万股），首发价150.80元/股，市盈率219.23倍；发行后无限售流通股占比约7.44%。募资主要用于研发、产能扩张和市场推广。2026年上半年营收11.52亿元，同比增长48.54%；净利润2.74亿元，上年同期亏损。
SpaceX最新财报显示，人工智能部门单季营收同比激增超三倍至26亿美元，首次超越航天发射业务，成为公司核心价值来源。受制于算力扩张与航天研发的高投入，公司整体仍处亏损。目前业务划分为航天、AI及星链三大板块。
云数据安全初创公司Cyera即将完成至少3亿美元新一轮融资，由Evolution Equity Partners领投，估值将升至120亿美元。这距其1月完成4亿美元F轮融资仅五个月，显示全球网络安全领域资本热度持续高涨。
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