7月22日，OpenAI宣布计划2030年前投入7500亿美元用于AI基础设施，较此前预估大幅增加25%。在旗舰“星门”项目停滞背景下，此举以更激进资本开支重新锁定长期算力优势。首个落地项目：耗资200亿美元在佐治亚州萨凡纳西北建设1400英亩“山茶花计”。
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。
亚马逊宣布2030年前在印度追加130亿美元投资，重点扩展AWS孟买与海得拉巴数据中心，强化AI及云服务能力。
高盛最新研报指出，市场低估了AI领域发展需求，预计超大规模数据中心运营商的AI相关资本支出将远超预期。华尔街预估2027年相关支出为9200亿美元，高盛测算达1.1万亿美元，乐观场景下更增至1.4万亿美元。受企业级AI代理普及推动，机构预测2030年全球AI Token消耗量将大幅增长。
Xai
$1.4
输入tokens/百万
$3.5
输出tokens/百万
2k
上下文长度
Google
$2.1
$17.5
1k
Alibaba
-
Bytedance
$4
$16
128
Anthropic
$21
$105
200
Chatglm
$5.6
$28
8
01-ai
32
$100
Baichuan
4
Baidu
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