메뉴
BL
TechCrunch AI 60일 전

오픈AI, 122조 원 유치하며 기업가치 1,200조 돌파

IMP
9/10
핵심 요약

아마존, 엔비디아, 소프트뱅크가 주도한 오픈AI의 최신 자금 조달로 인해 기업 가치가 8,520억 달러(약 1,200조 원)에 달했습니다. 이번 대규모 투자는 상장(IPO)을 앞둔 AI 연구소의 시장 내 위상을 확고히 하는 중요한 이정표가 됩니다. 실무자들에게 이는 향후 생성형 AI 시장의 주도권 경쟁이 한층 더 치열해질 것임을 시사합니다.

번역된 본문

아마존(Amazon), 엔비디아(Nvidia), 소프트뱅크(SoftBank)가 주도한 오픈AI(OpenAI)의 최신 자금 조달 라운드는 상장(IPO)이 다가오는 가운데 이 AI 연구소의 가치를 8,520억 달러로 평가받게 했습니다.

원문 보기
원문 보기 (영어)
OpenAI has closed a deal to raise $122 billion at an $852 billion valuation, its largest funding round to date as the company is expected to hit the public markets this year. The round will add to OpenAI's war chest as it spends enormous amounts of money on AI chips, data center buildouts, and hiring top talent. SoftBank co-led the round alongside Andreessen Horowitz, D.E. Shaw Ventures, MGX, TPG, and T. Rowe Price Associates, with participation from Amazon, Nvidia, and Microsoft. About $3 billion came from individual investors via bank channels. OpenAI is also going to be included in several ETFs managed by ARK Invest, giving more people access to the private company's stock to broaden its shareholder base in advance of its reportedly upcoming IPO . OpenAI also said it expanded its revolving credit facility to about $4.7 billion, supported by several of the top global banks. The facility remains undrawn, the company said, which suggests it's bolstering its financial flexibility as it ramps spending on compute and infrastructure, rather than responding to near-term liquidity needs. The company's press release on the raise reads less like a typical blog post than a draft of an S-1; it's heavy on the flywheel metaphors, digs into revenue per compute unit, and offers the kind of TAM-justifying language that institutional investors drool over. OpenAI included updates on revenue and user numbers, claiming it's generating $2 billion in revenue per month and taking a shot at competitors: "At this stage, we are growing revenue four times faster than the companies who defined the Internet and mobile eras, including Alphabet and Meta." The company also said it has more than 900 million weekly active users in consumer AI and over 50 million subscribers, with search usage nearly tripling in the last year. OpenAI said its ads pilot is bringing in more than $100 million in annual recurring revenue in under six weeks, opening up a serious potential revenue stream for the company that built its user base without ads. The AI giant claims momentum is mirrored on the business side, which now makes up 40% of its revenue (up from around 30% last year ) and is "on track to reach parity with consumer by the end of 2026." Its growth across agentic workflows, the company said, is driven by its newest model GPT-5.4. Finally, OpenAI also called itself an "AI superapp," making it clear that it wants to own the primary interface for how people use AI. All of it adds up to a single message: OpenAI is building its public market narrative in real time, and this round is as much about anchoring IPO expectations as it is about the capital itself. Topics AI , Andreessen Horowitz , Fundraising , OpenAI , openai fundraise , Softbank Rebecca Bellan Senior Reporter Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications. You can contact or verify outreach from Rebecca by emailing rebecca.bellan@techcrunch.com or via encrypted message at rebeccabellan.491 on Signal. View Bio April 30 San Francisco, CA StrictlyVC kicks off the year in SF. Get in the room for unfiltered fireside chats with industry leaders, insider VC insights, and high-value connections that actually move the needle. Tickets are limited. REGISTER NOW Most Popular Anthropic is having a month Connie Loizos Google is now letting users in the US change their Gmail address Ivan Mehta Why OpenAI really shut down Sora Connie Loizos The Pixel 10a doesn't have a camera bump, and it's great Ivan Mehta Anthropic's Claude popularity with paying consumers is skyrocketing Julie Bort Let’s take a look at the retro tech making a comeback Lauren Forristal Waymo’s skyrocketing ridership in one chart Kirsten Korosec