Epoch AI 更新 AI 最重要数字:OpenAI 与 Anthropic 营收增长分析
Epoch AI 更新了对 OpenAI 与 Anthropic 营收增长的追踪:OpenAI 的营收 run rate 从去年 8 月的 130 亿美元增至目前超过 400 亿美元,Anthropic 从 10 亿美元增至 2025 年的 90 亿美元,并在 2026 年第一季度再次增长两倍以上,据报道 7 月底达到 650 亿美元。两家公司合计营收已从 300 亿美元增至 1050 亿美元,作者认为这一增速能否持续,取决于增长来自能力进步还是扩散,以及后续是否还有新的能力阈值。
ed revenue of the entire generative AI industry was around $175 billion annualized run rate as of June 2026. Every other dedicated model developer (e.g. the Chinese labs, Mistral, xAI before the SpaceX acquisition) was below $1 billion/year in run rate as of late 2025 or 2026; The growth rate within 2026 may be slowing down. For example, the two labs were reportedly around $55B combined at the end of Q1, nearly doubling in the first quarter, but took around four months to double again (still a f
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