AI의 대중화 가속화: OpenAI, 1,100억 달러 투자 유치 및 인프라 확장 발표
요약
OpenAI는 급증하는 AI 수요를 충족시키기 위해 총 1,100억 달러 규모의 신규 투자를 유치하고 대규모 파트너십을 공개했습니다. 이 자금에는 SoftBank($30B), NVIDIA($30B), Amazon($50B)가 참여하며, 이는 OpenAI의 기업 가치를 $7,300억으로 평가받았음을 의미합니다. 핵심은 컴퓨팅(Compute), 배포(Distribution), 자본(Capital) 세 가지 요소를 확보하여 최첨단 AI (Frontier AI)를 전 세계 사용자 및 기업에 보급하는 것입니다. 특히 Amazon과의 다년 파
핵심 포인트
- OpenAI는 SoftBank($30B), NVIDIA($30B), Amazon($50B) 등으로부터 총 1,100억 달러 규모의 대규모 투자를 유치하며 기업 가치를 $7,300억으로 높였습니다.
- Amazon과 다년 전략적 파트너십을 체결하여 전 세계 엔터프라이즈 및 스타트업에 AI 혁신을 가속화하고, NVIDIA와는 3 GW의 추론(Inference) 용량 및 2 GW의 학습(Training) 용량을 확보했습니다.
- ChatGPT는 주간 활성 사용자 수(WAU)가 9억 명을 넘어서고 있으며, OpenAI는 이 막대한 사용 기반을 바탕으로 AI를 연구 단계에서 일상적인 글로벌 규모 사용으로 전환하고 있습니다.
- Codex의 주간 사용자 수는 연초 대비 3배 이상 증가하여, 더 많은 사람들이 소프트웨어 개발 및 자동화에 AI를 활용하고 있음을 입증했습니다.
Scaling AI for everyone
AI demand is surging across consumers, developers, and businesses. Meeting that demand and providing everyone access to our products requires three things: compute, distribution, and capital.
Today we’re announcing $110B in new investment at a $730B pre-money valuation. This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon. We’ve also signed a strategic partnership with Amazon and secured next generation inference compute with NVIDIA. Additional financial investors are expected to join as the round progresses.
These partnerships expand our global reach, deepen our infrastructure, and strengthen our balance sheet so we can bring frontier AI to more people, more businesses, and more communities worldwide.
You can see that scale in our products. Codex brings the power of a top engineer to anyone who wants to build software. Weekly Codex users have more than tripled since the start of the year to 1.6M. More people are now creating, automating, and shipping software that once required a full engineering team.
More than 9 million paying business users rely on ChatGPT for work, and startups, enterprises, and governments are building on the OpenAI platform to transform how their products and services are designed, delivered, and run. Teams start with individual productivity and move quickly to deployment across engineering, support, finance, sales, and operations. Our Frontier platform helps enterprises build, deploy, and manage AI coworkers.
ChatGPT is where people start with AI, with more than 900M weekly active users, and we now have more than 50 million consumer subscribers. Subscriber momentum accelerated meaningfully to start the year, with January and February on track to be the largest months for new subscribers in our history. People use ChatGPT to learn, write, plan, and build. As usage scales, the product improves in ways people feel immediately: faster responses, higher reliability, stronger safety, and more consistent performance.
We are entering a new phase where frontier AI moves from research into daily use at global scale. Leadership will be defined by who can scale infrastructure fast enough to meet demand, and turn that capacity into products people rely on. This funding and these partnerships let us do both, and move faster on our mission to ensure AGI benefits all of humanity.
The valuation from this new round increases the value of the OpenAI Foundation’s stake in OpenAI Group to over $180 billion, further strengthening what was already one of the most well-resourced nonprofits in history, and expands its capacity to fund philanthropy in areas such as health breakthroughs and AI resilience.
OpenAI and Amazon today announced a multi-year strategic partnership to accelerate AI innovation for enterprises, startups, and end consumers around the world. Read the full press release here.
We are also expanding our long standing collaboration with NVIDIA, including the use of 3 GW of dedicated inference capacity and 2 GW of training on Vera Rubin systems. This builds on Hopper and Blackwell systems already in operation across Microsoft, OCI, and CoreWeave. Together, this capital and infrastructure expansion strengthens our ability to train and deploy frontier models at global scale.
“We’re pushing the frontier across infrastructure, research, and products to make AI more capable, reliable, and broadly useful. SoftBank, NVIDIA, and Amazon are long-term partners who share our ambition to turn real scientific progress into systems that deliver meaningful benefits for people at global scale. Building AI that works for everyone will require deep collaboration across the stack, and we’re excited to do this together.”
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