The gap between OpenAI's and Anthropic's revenue is explained by different accounting: Anthropic counts cloud sales in full, OpenAI only its share
Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .
The headline revenue figures of the two SI labs can't be compared directly, because they count money differently.
According to Bloomberg as summarized on Techmeme, Anthropic books sales through cloud partners as gross revenue, while OpenAI records only its net share. This makes it hard to compare the two labs' "race" using the reported figures. The full Bloomberg text is paywalled, so the details come from Techmeme's summary.
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