Sep 17 2026

Rhodium estimates Chinese AI models earn a tenth of OpenAI and Anthropic's revenue

MONEYOPEN

Original reporting

$10.7B for Chinese models March-August against more than $100B combined for the two US labs; near-zero pricing and convert capability into influence rather than revenue.

Named in this event

OpenAIAnthropicByteDanceAlibaba

Open calls that touch this

OpenAI's Astra maths results survive independent scrutiny · 80%, resolves December 31st 2026
OpenAI never publishes the raw Astra reasoning traces · 75%, resolves February 28th 2027
Anthropic holds the Sonnet 5 price increase · 70%, resolves November 30th 2026
Anthropic IPOs before OpenAI · 75%, resolves August 6th 2027
OpenAI does not IPO in September · 80%, resolves September 30th 2026
OpenAI signs another $10B+ non-Azure compute deal · 65%, resolves August 6th 2027

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