# OpenAI 营收增速远逊 Anthropic，后者首度反超

- 来源：Chubby♨️ (@kimmonismus)
- 发布时间：2026-08-19 19:34
- AIHOT 分数：58
- AIHOT 链接：https://aihot.virxact.com/items/cmt012n8l0x03rodpi1gtnbdd
- 原文链接：https://x.com/kimmonismus/status/2090039782344679761

## AI 摘要

OpenAI 向投资者披露 Q2 营收环比增长 18% 至 67 亿美元，但运营亏损从 93 亿美元扩大至 123 亿美元，接近营收两倍。Anthropic 营收则翻倍至 116 亿美元，首次超越 OpenAI，并录得小幅调整后运营利润。增长主要由 Anthropic 的企业与商业交易驱动，为其 IPO 与估值（OpenAI 约 1 万亿美元，Anthropic 约 2 万亿美元）奠定基础。

## 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)

### 引用推文

> The Wall Street Journal：OpenAI's revenue grew much slower than Anthropic's last quarter, disappointing investors who hoped the ChatGPT maker would start to catch up to its rival https:...