档案库 · AI 与模型 · 产品决策 · 2022–2026
ComfyUI：节点式开源AI引擎，估值5亿美元
ComfyUI押注节点工作流胜过提示框，从个人仓库发展到400万用户，估值5亿美元。
Comfy (Comfy Org)
做的是什么生意
ComfyUI is an open-source node-graph interface for generative AI: creators link models, samplers, LoRAs and ControlNets into visual workflows to control image, video, 3D and audio generation locally or in Comfy Cloud.
启动资金：Total funding of about $47M as of April 2026 (per the company), including a $30M round led by Craft Ventures at a $500M valuation; earlier financing included a late-2024 Series A (backers per TechCrunch: Chemistry Ventures, Cursor Capital, Vercel founder Guillermo Rauch) and a $17M raise announced on Comfy's blog.
起因
In October 2022, developer comfyanonymous (Yannik Marek) got hooked on Stable Diffusion and started building a UI that gave granular control over the whole generation pipeline. ComfyUI was released on GitHub in January 2023; users compose models, samplers, ControlNets and LoRAs visually instead of tweaking prompts. By mid-2024 the core developers had formed Comfy Org, and ComfyUI had become the standard interface for open diffusion models like Stable Diffusion and FLUX.
经过
ComfyUI grew from a hobby repo into professional infrastructure: studios and agencies built production pipelines on it, 'ComfyUI artist' appeared as a job title, and the ecosystem passed tens of thousands of community-built nodes. The company raised a Series A in late 2024 (TechCrunch cites Chemistry Ventures, Cursor Capital and Guillermo Rauch) and announced a $17M round to scale Comfy Cloud — paid GPU access for creators without local hardware — while keeping the core open.
结果
Still running and expanding: on 2026-04-23 Comfy announced a $30M round at a $500M valuation led by Craft Ventures, bringing total funding to about $47M, with 4 million users, 60,000+ community nodes and 150,000+ daily downloads. The codebase remains open, and the company is scaling Comfy Cloud and building collaborative studio workflows.
背景
ComfyUI是一个开源的生成式AI节点图界面。创作者无需输入提示并寄希望于结果，而是将模型、采样器、LoRA、ControlNet和后处理步骤链接成可视化工作流，然后保存为可共享的JSON。它由开发者comfyanonymous（Yannik Marek）于2023年1月在GitHub发布，他于2022年底开始构建，起因是对早期Stable Diffusion UI提供控制力不足感到沮丧。
其赌注是节点工作流（而非提示框应用）将赢得创意AI——并且该项目可以保持开放而其公司通过云算力变现。ComfyUI成为开放扩散模型的默认控制界面，到2025年工作室将'ComfyUI艺术家'列为职位。核心开发者于2024年组建Comfy Org，完成A轮融资（TechCrunch报道：Chemistry Ventures、Cursor Capital、Guillermo Rauch）和1700万美元融资以构建Comfy Cloud，一项为没有本地硬件的创作者提供的付费GPU服务。
2026年4月23日，公司宣布由Craft Ventures领投的3000万美元轮次，估值5亿美元，总融资约4700万美元，并报告400万用户、6万+社区节点和日下载量15万+。GitHub仓库在2025年9月约有8.92万星标，并且持续增长。引擎保持开源，Comfy Cloud和工作室协作功能作为商业层。
这件事要成立，得有什么
- ComfyUI解决了一个真正的问题，提示框的现有者忽视了：创作者需要对生成管线每一步进行确定性控制。
- 可共享的JSON工作流和自定义节点生态复利价值——每个新模型或技术都使平台对每个人都更有用。
- 开源信誉（'开源必须赢'）给了项目一个社区护城河，Midjourney等封闭工具无法复制。
- 公司通过变现缺失层——云GPU和工作室工具——因此开源核心从未需要牺牲业务。
可借鉴之处
社区标准的开源工具可以在不关闭代码的情况下变现：保持引擎免费，卖缺失的基础设施——云GPU、协作、支持——给数百万用户。
后续进展
截至2026年9月2日，ComfyUI仍然是GitHub上星标最多的AI项目之一，每两周发布核心版本，Comfy Cloud持续扩展；公司正在投资协作工作流程、生态稳定性和新模型的及时支持。竞争对手包括封闭的基于提示的工具和Weavy，一家被Figma收购的初创公司。
资料来源
- Comfy-Org/ComfyUI — The most powerful and modular diffusion model GUI
- Comfy Raises $17M Funding — Building the OS of creative AI
- ComfyUI raises $30M to scale open-source AI for creative production
- ComfyUI hits $500M valuation as creators seek more control over AI-generated media
- Software:ComfyUI (history and star count tracking)
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