Rohan Paul@rohanpaul_ai · XOpenAI 向 SEC 机密提交了 S-1 文件，正式启动 IPO 流程，可在不公开收入、亏损、客户构成等敏感数据的情况下开始审查。上周 Anthropic 也已机密提交 IPO 文件，AI 实验室的竞争从模型竞赛转向下一代 AI 基础设施的资本竞赛。Sam Altman 在博客中称，到 2028 年 3 月，OpenAI 很大一部分研究将由 AI 完成，目标包括构建自动化 AI 研究员、加速科学生产力、为每个人提供个人 AGI。
BREAKING： WSJ reports OpenAI just made its first formal move toward IPO.
it has confidentially filed draft paperwork for an IPO.
A confidential S-1 lets OpenAI start SEC review without immediately exposing revenue， losses， customer mix， compute costs， or executive pay， so the company can prepare for a listing while still keeping sensitive numbers private.
Last week Anthropic has already filed its own confidential IPO paperwork， so this is no longer only a model race， but a capital race between labs trying to finance the next generation of AI infrastructure.
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wsj. com/tech/ai/openai-kicks-off-ipo-process-in-test-of-investor-appetite-for-top-ai-labs-eb7bebe1