#OpenAI营收预测与AI灾难应对演练

we support business privacy! https://t.co/SJ6w5DeYTY

🇺🇸 UPDATE: OpenAI supports California’s SB 53 and urges frontier-model monitoring and stronger cybersecurity safeguards.

This is another example of Jensen's pro-Neocloud strategy. Enterprise intelligence largely runs through OpenAI, Anthropic and Google. They control placement and are moving into custom silicon: OpenAI has Jalapeño, Google has TPUs and Anthropic works with AWS on Trainium. NVIDIA's counter is to commoditise models. Open weights, data and recipes let enterprises deploy their own intelligence, moving persistent inference onto neutral GPU infrastructure. Bullish for neoclouds and$AGPU. If you missed the memory trade, dont miss this.nitter.net/NVIDIAAI/status/208716…

A lot of senior people have left OpenAI this year, including its former COO yesterday. All of it right before an IPO that could value the company over a trillion dollars. People usually stay for that.

🤯OpenAI、Anthropic、Google AI模型被爆安全漏洞：推理过程可被窃取，已泄露62个API密钥！ 研究者Alexander Panfilov团队发现，OpenAI、Anthropic、Google等AI模型API被发现存在重大安全漏洞，攻击者可以窃取模型的完整推理过程。 这些公司为了保护隐私，会将模型的推理过程加密后返回给用户，但他们找到了一个侧信道漏洞：通过分析加密数据的特征，可以重建出原始的推理内容。 研究验证显示，窃取到的推理token数量与官方计费的token数1:1匹配，说明推理过程被完整提取。 更危险的是跨模型攻击：攻击者可以用便宜的模型（如Claude Haiku）预先生成一段推理，然后"注入"到昂贵模型（如Claude Opus）的思考过程中，让Opus在不知情的情况下把Haiku的推理当成自己的想法继续处理。 这相当于用一个低级模型"劫持"了高级模型的思维。 该研究团队扫描了约7000个公开分享的AI对话记录（包括Claude Code和GPT Codex会话），从中提取出62个API密钥、33个邮箱地址、33个密码和其他敏感信息。 目前该研究引发广泛关注与讨论，这些数据本应被加密保护，但因为漏洞而完全暴露。

JUST IN: Another top@OpenAIexecutive is out. CRO Denise Dresser is leaving after 8 months, joining Brad Lightcap (out Tuesday) and Fidji Simo (out last month) in a wave of senior exits ahead of the company's IPO.

🔥 NEW: OpenAI is on track to top $40 billion in annualized revenue, roughly doubling since the end of 2025 as it gears up for a Wall Street IPO.

OpenAI 年化营收突破 400 亿美元，但首席营收官任职 8 个月后近日辞职 OpenAI 当前年化营收已突破 400 亿美元，较 2025 年底的 200 亿美元翻倍。OpenAI 联创兼总裁 Greg Brockman 在内部公告中透露，公司 7 月年化营收环比增长超 20%。 营收增长主要由 Codex、订阅服务和新兴广告业务驱动。然而，就在公布营收突破 400 亿美元的同一天，首席营收官Denise Dresser（前 Slack CEO）宣布辞职，任职仅 8 个月。 OpenAI 已任命前 Wiz 总裁兼 COO Dali Rajic 接任 CRO（Wiz 今年被 Google 以 320 亿美元收购），但这已经是 OpenAI 在不到一年内任命的第二位首席营收官。 OpenAI 与 Anthropic 竞争激烈，Anthropic 今年 5 月披露其年化营收已超 470 亿美元，并预计今秋率先 IPO，早于 OpenAI。

⚡️ LATEST: OpenAI and Anthropic slash prices on their AI models as Chinese rivals like DeepSeek and Moonshot pressure the market.

🚨 LATEST: OpenAI’s chief revenue officer Denise Dresser has left, days after longtime executive Brad Lightcap announced his departure.