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会计核算方式存差异,Anthropic与OpenAI营收数据口径不一会计核算方式存差异,Anthropic与OpenAI营收数据口径不一

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Anthropic和OpenAI的收入指标因会计核算方式差异而存在分歧。

投资者在比较人工智能领域的领军企业OpenAI和Anthropic PBC时,面临因收入计算方法不同带来的挑战。

Anthropic and OpenAI Revenue Metrics Diverge Over Accounting Methods Investors comparing artificial intelligence leaders OpenAI and Anthropic PBC face challenges due to differing revenue calculation methodologies.

OpenAI预计到2026年底实现或超过700亿美元的年化收入,而Anthropic在2026年7月报告了650亿美元的年化收入运行率。

OpenAI projects reaching or exceeding $70 billion in annualized revenue by the end of 2026, while Anthropic reported a $65 billion annualized run rate in July 2026.

然而,这些数据无法直接比较,因为Anthropic计入通过云分销合作伙伴产生的总销售额,而OpenAI仅记录其从合作伙伴销售中获得的净收入份额。

However, the figures are not directly comparable because Anthropic books gross sales generated through cloud distribution partners, whereas OpenAI records only its net share of partner sales.