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OpenAI’s $852bn valuation is facing growing scrutiny from investors as the company shifts strategy toward enterprise AI while competing with Anthropic and Google. Some backers question its focus ahead of a potential IPO, arguing it is stretched between consumer ChatGPT dominance and enterprise tools. OpenAI recently raised $122bn in an oversubscribed round backed by SoftBank, Amazon, Nvidia, a16z and Sequoia. Anthropic’s annualised revenue rose from $9bn to $30bn, ahead of OpenAI’s $25bn, though accounting methods are disputed, with OpenAI rejecting claims of inflated figures. The company is reallocating compute toward enterprise coding products such as Codex, expanding infrastructure to 8GW secured with a 30GW target, while cutting select projects like Sora and expanding headcount to 8,000.

欧洲央行：欧元区必须更加像一个单一司法管辖区运作，允许资本和流动性在银行集团内部自由流动。