OpenAI raises up to $40bn in record-breaking deal with SoftBank

Japanese investment group says it wants to realise ‘artificial super intelligence’ – smarter than people – in biggest capital raising ever for a start-up

OpenAI의 대규모 투자 유치와 회사 전략

  1. OpenAI가 역대 최대 규모인 400억 달러(약 53조원)의 투자 유치에 성공했으며, 이로써 회사 가치는 3,000억 달러(약 400조원)로 평가됐습니다.
  2. 일본 투자그룹 소프트뱅크가 주요 투자자로, 초기에 100억 달러를 투자하고 특정 조건이 충족될 경우 2025년 말까지 300억 달러를 추가로 투자할 예정입니다.
  3. 두 회사는 인공 일반 지능(AGI)과 인간 지능을 뛰어넘는 "인공 초지능(ASI)" 개발을 목표로 하고 있으며, 이를 위해 대규모 컴퓨팅 파워가 필수적이라고 밝혔습니다.
  4. 같은 날 OpenAI는 오픈소스 모델의 개발도 발표했는데, 이는 DeepSeek와 메타 같은 기업들의 오픈소스 분야 경쟁에 대응하기 위한 전략으로 보입니다.
  5. 이전까지 OpenAI는 폐쇄적 독점 모델을 강력히 옹호해왔고, 오픈 모델이 더 위험하다고 주장했으나 이제 전략을 바꾸고 있습니다.
  6. 메타의 CEO 마크 저커버그는 자사의 AI 모델 Llama가 10억 다운로드를 기록했다고 밝혔으며, OpenAI는 ChatGPT의 최신 이미지 생성 기능이 한 시간에 백만 명의 사용자를 추가했다고 주장했습니다.

AI 기업 간의 경쟁이 심화되고 있으며, 오픈소스와 폐쇄형 모델 간의 전략적 전환이 일어나고 있음을 보여줍니다.


OpenAI said it had raised $40bn in a funding round that valued the ChatGPTmaker at $300bn – the biggest capital-raising session ever for a startup.

It comes in a partnership with the Japanese investment group SoftBank and “enables us to push the frontiers of AI research even further,” OpenAIannounced, adding it would “pave the way toward AGI (artificial general intelligence)” for which “massive computing power is essential”. SoftBank said it wanted to realise “artificial super intelligence” (ASI) surpassing human intelligence and OpenAI was the partner closest to achieving that goal. SoftBank is to put $10bn at first into OpenAI and $30bn more by the end of 2025 if certain conditions are met. Also on Monday, OpenAI announced it was building a more open generative AI model as it faces growing competition in the open-source space from DeepSeek and Meta. OpenAI previously was a fierce defender of closed, proprietary models that do not allow developers to modify the basic technology to adapt AI to their goals. “We’ve been thinking about this for a long time, but other priorities took precedence. Now it feels important to do,” said the OpenAI chief executive, Sam Altman. OpenAI and defenders of closed models – which include Google – have often decried open models as riskier and more vulnerable to malicious and non-US government use. Elon Musk, a former OpenAI investor, has called on OpenAI to “return to the open-source, safety-focused force for good it once was”. Large companies and governments have proven reluctant to use AI models they have no control over, especially when data security is a concern. Meta and DeepSeek let companies download and modify their models. Meta’s CEO, Mark Zuckerberg, said this month that Llama had hit 1 bn downloads. DeepSeek’s lower-cost R1 model in January rocked the world of artificial intelligence. OpenAI has been riding on the success of its latest image-generation features in ChatGPT. Altman claimed the tool helped add “one million users” in one hour and overwhelmed OpenAI’s graphics processing units.


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