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好像不为所动，为什么？ -85858585- ♀ (0 bytes) () 02/20/2026 postreply 18:13:36

• 请问三心，这对ORCL, CRWV 有影响吗？ -一律开大- ♂ (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

• 几个月前说了ORCL可能要到140，下面要看这个区间买盘强不强 -三心三意- ♂ (0 bytes) () 02/20/2026 postreply 18:32:32

• 这个所谓的减少投资，也就是说说而已，没几个人认为毛收入只有二百多亿的公司有钱投资一万多亿，就是六千亿都没有几个人相信 -桃花源里人家- ♂ (0 bytes) () 02/20/2026 postreply 22:49:57

• 一年多前，好像只有它的模型牛比，现在早就不是这样了。没有人愿意压进去那么多资金在它身上啦 -桃花源里人家- ♂ (0 bytes) () 02/20/2026 postreply 22:52:02