OpenAI has $6.7 billion in revenue and $12.3 billion in operating losses: overtaken by Anthropic for the first time

Compared to Twitter News, AI News, OpenAI's second-quarter revenue was 6.7 billion US dollars, up only 18% from the first quarter's 5.7 billion US dollars. Operating losses increased from $9.3 billion to $12.3 billion during the same period, and losses grew significantly faster than revenue. Some investors were disappointed with this performance. Anthropic's revenue for the same period reached $11.6 billion, more than double that of the first quarter. It was also the first time Anthropic's quarterly revenue surpassed OpenAI. Anthropic also recorded a slightly adjusted operating profit, opening a more marked gap with OpenAI, which is still losing a lot. However, the profit figures of the two companies cannot be completely directly compared. OpenAI's operating losses include equity incentives, and Anthropic's adjusted profit may have excluded this portion of the cost. The real definitive reversal was revenue: Anthropic had gone from a chaser to a leader in the second quarter. OpenAI told investors that after launching a new batch of models in July, the revenue growth rate has picked up again. But it remains to be seen if this round of backlash can reclaim the gap with Anthropic.