OpenAI成微软AI收入主力，最新财年贡献约241亿美元，占微软AI总收入70%。微软CEO纳德拉此前称AI年收入目标超370亿美元。双方合作中，OpenAI需向微软支付计算资源费、模型开发成本并参与收入分成。
Meta CEO扎克伯格在财报电话会上表示，未来五年数十亿人将拥有能全天候理解个人目标、协助处理财务、健康等复杂事务的AI代理。Meta围绕个人智能体、即时通讯和AI基础设施布局，欲将其打造为下一代核心产品和收入来源。
OpenAI测试聊天机器人广告，目标今年收入2.5亿美元、2030年达100亿美元。但Emarketer预测，2030年独立聊天机器人广告市场总规模仅54亿美元，OpenAI目标或出现90%缺口，恐难实现。
火山引擎因视频大模型Seedance2.0爆发式增长，将MaaS业务年度营收目标从2025年底的100亿元大幅上调至150亿元，且每月持续增调。2025年实际MaaS收入约15亿元，新目标达其10倍，展现强劲增长势头。
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