A post by @KobeissiLetter on X.
US AI is generating far more revenue than Chinese AI:
@KobeissiLetter on X
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US AI developers are generating roughly ten times the revenue of their Chinese counterparts, according to estimates cited by The Kobeissi Letter. OpenAI and Anthropic together reached a combined annualized revenue run rate of about $105 billion as of the end of September, versus roughly $11 billion across six Chinese AI companies including Alibaba. The gap underscores the dominance of US frontier labs in monetizing generative AI despite China's large user base and state backing. The figures are estimates rather than audited results, and the comparison covers a small, unspecified set of Chinese firms. Watch for upcoming disclosures from OpenAI and Anthropic and for Chinese players' cloud and AI revenue breakdowns to see whether the ratio narrows.
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Named in this story
Anthropic, OpenAI, Alibaba (BABA)
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