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@kimmonismus· @kimmonismus · X·· 2026-08-19精选AI 评分75
AI 导读

OpenAI 向投资者表示二季度营收增长 18% 至 67 亿美元,运营亏损从 93 亿美元扩大至 123 亿美元,接近营收的两倍。Anthropic 同期营收翻倍至 116 亿美元,首次超过 OpenAI,并录得小幅调整后运营利润。

推荐理由

推文并列了 OpenAI 与 Anthropic 最新季度的营收和运营亏损,可用于比较两家公司在 IPO 前的财务位置。

正文

OpenAI’s quarterly revenue is now reportedly growing far more slowly than Anthropic’s.

OpenAI told investors that Q2 revenue rose 18% to $6.7 billion. Its operating loss widened from $9.3 billion to $12.3 billion, almost twice its revenue.

Anthropic more than doubled its revenue to $11.6 billion, surpassing OpenAI for the first time, while reporting a small adjusted operating profit.

Although OpenAI is developing well, it is Anthropic's business and enterprise deals that are driving this significant growth. This is important for the upcoming IPOs and valuations. (OpenAI at about $ 1tn, Anthropic $ 2tn)

来源:@kimmonismus · x.com