According to people familiar with the matter, OpenAI's profit margin on computing power for paying users — that is, the share of revenue remaining after deducting the cost of running artificial intelligence models for paying users — has jumped from about 52% at the end of last year and 35% in January 2024 to about 70% in October of this year. According to “The Information”'s analysis of its financial data, in contrast to this, competitor Anthropic's computing power profit margin last year was about negative 90%. The analysis shows that Anthropic is expected to raise this profit margin to about 53% by the end of this year, and its most optimistic forecast indicates that this indicator may reach 68% next year.

According to people familiar with the matter, OpenAI's profit margin on computing power for paying users — that is, the share of revenue remaining after deducting the cost of running artificial intelligence models for paying users — has jumped from about 52% at the end of last year and 35% in January 2024 to about 70% in October of this year. According to “The Information”'s analysis of its financial data, in contrast to this, competitor Anthropic's computing power profit margin last year was about negative 90%. The analysis shows that Anthropic is expected to raise this profit margin to about 53% by the end of this year, and its most optimistic forecast indicates that this indicator may reach 68% next year.