FT says OpenAI and Anthropic revenue figures now move public markets
AIThe Financial Times argues that OpenAI and Anthropic, both still private, now influence public markets. OpenAI reports revenue net of partner shares while Anthropic reports gross cloud-partner sales, so the same business can show run rates billions apart. The post says Oracle, Microsoft, Amazon, Nvidia and AMD have large exposure to OpenAI, and that without audited accounts its run rate is the main outside signal.
