OPENAI CUTS INFRA TARGET, KEEPS REVENUE AMBITIONS

https://x.com/Tyler_Durden241/status/2025005279507530012?s=20?

• OpenAI lowered its 2030 infrastructure investment goal to about $600B from $1.4T
• Targeting over $280B in revenue by 2030
•  Sees ~$112B more cash burn 

 

 

 

 

所有跟帖： 

• Semi好像不為所動，為什麽？ -85858585- ♀ (0 bytes) () 02/20/2026 postreply 18:13:36

• 請問三心，這對ORCL, CRWV 有影響嗎？ -一律開大- ♂ (0 bytes) () 02/20/2026 postreply 18:23:31

• This is why ORCL/AMD down today. CRWV has different issue -三心三意- ♂ (0 bytes) () 02/20/2026 postreply 18:29:48

• 幾個月前說了ORCL可能要到140，下麵要看這個區間買盤強不強 -三心三意- ♂ (0 bytes) () 02/20/2026 postreply 18:32:32

• 這個所謂的減少投資，也就是說說而已，沒幾個人認為毛收入隻有二百多億的公司有錢投資一萬多億，就是六千億都沒有幾個人相信 -桃花源裏人家- ♂ (0 bytes) () 02/20/2026 postreply 22:49:57

• 一年多前，好像隻有它的模型牛比，現在早就不是這樣了。沒有人願意壓進去那麽多資金在它身上啦 -桃花源裏人家- ♂ (0 bytes) () 02/20/2026 postreply 22:52:02