AI companies
Our database of AI company data, with data on revenue, funding, staff, and compute for many of the key players in frontier AI.
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ai_companies.csv
11 жол · 10 баған · Жаңартылды 2026-11-09
| Name | Organization (from Organizations) | Company type | Product Domain(s) | Staff count | Annualized revenue (USD) | Valuation | Total equity funding | Founding date | Founding source/notes |
|---|---|---|---|---|---|---|---|---|---|
| OpenAI | OpenAI | Foundation | Language,Video | 3000,1500,800,1700,375,120,125,113,99,52,4000,4500 | 3400000000,10000000000,13000000000,12000000000,5500000000,4000000000,3600000000,1000000000,2000000000,1600000000,1300000000,200000000,19000000000,21400000000,25000000000,30000000000,50000000000 | 27000000000,157000000000,300000000000,80000000000,300000000000,500000000000,14000000000,840000000000,500000000000,852000000000 | 182750000000.0 | 2015-12-01 | https://openai.com/index/introducing-openai/ |
| Anthropic | Anthropic | Foundation | Language | 192,1300,50,85,300,500,915,521,2300,5300 | 3000000000,2000000000,1400000000,1000000000,4000000000,5000000000,100000000,87000000,7000000000,9000000000,14000000000,19000000000,30000000000,47000000000,65000000000,81000000000 | 3700000000,4500000000,18400000000,61500000000,674000000,183000000000,350000000000,380000000000,380000000000,380000000000,965000000000 | 139404000000.0 | 2021-01-26 | https://sacra-filings-cois.s3.us-east-2.amazonaws.com/anthropic_coi_2023-09-21.pdf |
| Google DeepMind | Foundation | Language,Video | 75,100,200,350,700,1000,1000,2600,4000,5600,6000 | 1998-09-04 | https://en.wikipedia.org/wiki/History_of_Google?utm_source=chatgpt.com | ||||
| Mistral AI | Mistral AI | Foundation | Language | 350,35 | 100000000,400000000,1000000000 | 6000000000,13700000000,260000000,2000000000,2000000000,24000000000 | 6494300000.0 | 2023-04-28 | https://en.wikipedia.org/wiki/Mistral_AI |
| Cohere | Cohere | Foundation | Language | 13000000,22000000,50000000,70000000,100000000,150000000,240000000 | |||||
| xAI | xAI | Foundation | Language,Video | 300,97,900,15,12 | 100000000,500000000,178000000,236000000,428000000,172000000,208000000 | 45000000000,24000000000,150000000000,230000000000,113000000000 | 37000000000.0 | 2023-03-09 | https://www.documentcloud.org/documents/23778277-nevada-incorporation-of-xai/?utm_source=chatgpt.com |
| DeepSeek | DeepSeek | Foundation | Language | 160,300 | 450000000,1000000000 | 50000000000,90000000000 | 23400000000.0 | 2023-07-17 | https://www.bloomberg.com/profile/company/2544189D%3ACH |
| Meta | Meta AI | Foundation | Language | 2004-07-29 | https://www.sec.gov/Archives/edgar/data/1326801/000119312512046715/d287954dex31.htm?utm_source=chatgpt.com | ||||
| Z.ai (Zhipu) | Z.ai (Zhipu AI) | Foundation | Language | 883,981 | 37500000,12400000,17600000,8600000,53300000,153000000,1600000000,284000000 | 6600000000,39400000000 | 558000000.0 | ||
| MiniMax | MiniMax | Foundation | Language | 385,568 | 800000000,150000000 | 6500000000,37200000000 | 619000000.0 | ||
| Moonshot AI | Moonshot | Foundation | 200000000,300000000,1000000000 |
ai_companies_compute_spend.csv
14 жол · 17 баған · Жаңартылды 2026-11-09
| Id | Notes | Company | Amount | Category | Period type | Source 1 | Source 2 | Source 3 | Date | Report date | Confidence | Source Type | Exclude from graph view | Inference compute spend | R&D compute spend | Total compute spend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OpenAI 2022 compute + data | OpenAI spend "416M on "computing and data", out of ~500M in total spending. "But it was projecting expenses of $416.45 million on computing and data, $89.31 million on staff, and $38.75 million in unspecified other operating expenses" | OpenAI | 416000000 | R&D cloud compute,Inference cloud compute,Data | Year | https://fortune.com/longform/chatgpt-openai-sam-altman-microsoft/ | 2022-12-31 | 2023-05-04 | Likely | Media report | 416000000.0 | |||||
| Anthropic 2023 cloud compute | "In May, Anthropic told investors it planned to spend $285 million on cloud services this year" | Anthropic | 285000000 | R&D cloud compute,Inference cloud compute | Year | https://www.theinformation.com/articles/pro-weekly-ai-pushes-cloud-vendors-to-new-heights?rc=9mzoog | 2023-12-31 | 2023-11-10 | Likely | Media report | 285000000.0 | |||||
| Anthropic 2024 training | "The costs to develop AI models accounted for a major portion of Anthropic’s expenses last year. The company spent $1.5 billion on servers for training AI models." This might not include compute for basic research (by comparison, OpenAI does distinguish between training and research compute). Other reports for Anthropic's total compute spend in 2024 are ~$2.5B, and Anthropic's inference costs for 2024 were likely not $1B, since their revenue run rate only reached $1B at the end of the year from $100M at the beginning. | Anthropic | 1500000000 | R&D cloud compute | Year | https://www.theinformation.com/articles/anthropic-projects-soaring-growth-to-34-5-billion-in-2027-revenue?rc=9mzoog | 2024-12-31 | 2025-02-12 | Likely | Media report | 1500000000.0 | |||||
| OpenAI 2024 inference | Article states OpenAI projects inference computing to cost $1.8 billion this year. They show a chart rounding this up to 2B. Also projects gross margin of 41% and $3.7B in revenue, so the gross margin calculation includes some non-inference-compute costs, since inference compute alone mean ~50% margin. This is from a projection of 2024 spending published in October 2024, so numbers are not certain. | OpenAI | 1800000000 | Inference cloud compute | Year | https://www.theinformation.com/articles/openai-projections-imply-losses-tripling-to-14-billion-in-2026?rc=9mzoog | 2024-12-31 | 2024-10-09 | Likely | Media report | 1800000000.0 | |||||
| OpenAI 2024 R&D compute | Importantly, this may actually be ~$5-6B in incurred R&D compute expenses in 2024. The article shows a graph with $3B in training expenses, and $1 in research compute amortization I'll take the amortization at face value here, but the actual spending on research compute in 2024 is then equal to 1B multiplied by the amortization schedule in years, which is described as multiple years. So $2B if amortized over two years, $3B if three years. This is from a projection of 2024 spending published in October 2024, so numbers are not certain. | OpenAI | 4000000000 | R&D cloud compute | Year | https://www.theinformation.com/articles/openai-projections-imply-losses-tripling-to-14-billion-in-2026?rc=9mzoog | 2024-12-31 | 2024-10-09 | Likely | Media report | 4000000000.0 | |||||
| Anthropic 2024 cloud compute | According to source 1, from July 2024, Anthropic estimated $2.5 billion in compute spend in 2024 Per source 2 from February 2025, Anthropic's cash burn in 2024 was $5.6B (including all expenses), 3B higher than projected, and more than half of the cash burn (i.e. ~3B) came from a one-off payment to access data centers. This implies: 1) that this one-off payment accounts for the unexpected increase in cash burn, meaning their expense projections were otherwise accurate (ignoring any forecast error in revenue which is probably minor: Anthropic's ARR was only 1B at end of 2024) and 2) their total compute-related cash payments in 2024 were actually around $5.5B. The nature of this one-off cash payment is unclear, but probably doesn't represent operating expenses that should be accounted for in 2024. | Anthropic | 2500000000 | R&D cloud compute,Inference cloud compute | Year | https://www.theinformation.com/articles/why-openai-could-lose-5-billion-this-year?rc=9mzoog | https://www.theinformation.com/articles/anthropic-projects-soaring-growth-to-34-5-billion-in-2027-revenue?rc=9mzoog | 2024-12-31 | 2024-07-24 | Likely | Media report | 2500000000.0 | ||||
| Anthropic 2025 July inference | Anthropic has a gross margin of around 60% as of July 2025, corroborated by The Information and Morgan Stanley, and a revenue run rate of $5B as of late-July/August 2025. This means cost of goods sold is 40% * 5B = $2B. If we assume all of Anthropic's cost of goods sold is inference compute, then their inference compute spend rate is $2B. Morgan Stanley uses the same methodology to estimate AWS's revenue from Anthropic inference, assuming AWS is 75% of Anthropic's inference compute. | Anthropic | 2000000000 | Inference cloud compute | Annualized | https://www.theinformation.com/articles/anthropic-revenue-pace-nears-5-billion-run-mega-round?rc=9mzoog | https://www.businessinsider.com/amazon-anthropic-billions-cloud-revenue-growth-2025-7 | https://www.anthropic.com/news/anthropic-raises-series-f-at-usd183b-post-money-valuation | 2025-07-31 | Likely | Other | True | 2000000000.0 | |||
| OpenAI 2025 R&D compute | "Last year, OpenAI spent $8.3 billion [to train its models], about a billion less than it expected from its summer forecast." This likely means all R&D spending, not just final training runs. | OpenAI | 8300000000 | R&D cloud compute | Year | https://www.theinformation.com/articles/openai-boost-revenue-forecasts-predicts-112-billion-cash-burn-2030?rc=9mzoog | 2025-12-31 | 2026-02-20 | Likely | Media report | 8300000000.0 | |||||
| OpenAI 2025 cloud compute | Per Source 1, from The Information in September 2025, OpenAI projects $16B in cloud compute spend in 2025. Figure shows at majority is R&D compute, consistent with other reports. This was confirmed by the final 2025 numbers, which reported $8B in inference compute and $8.3B in R&D compute. | OpenAI | 16000000000 | R&D cloud compute,Inference cloud compute | Year | https://www.theinformation.com/articles/openai-spend-100-billion-backup-servers-ai-breakthroughs?rc=9mzoog | https://www.theinformation.com/articles/openai-boost-revenue-forecasts-predicts-112-billion-cash-burn-2030?rc=9mzoog | 2025-12-31 | 2025-09-19 | Likely | Media report | True | 16000000000.0 | |||
| Anthropic 2025 inference | Morgan Stanley projects 4B in Anthropic revenue for 2025, and assuming a 60% gross margin and 75% share for AWS, calculates $1.28B in Anthropic inference spend with AWS. This implies $1.7B in inference spend for the whole year. | Anthropic | 1700000000 | Inference cloud compute | Year | https://www.businessinsider.com/amazon-anthropic-billions-cloud-revenue-growth-2025-7 | 2025-12-31 | 2025-07-11 | Uncertain | Other | True | 1700000000.0 | ||||
| OpenAI 2025 inference compute | Per The Information: "Last year, OpenAI spent more than $8 billion on the costs of running its AI models for its users, with roughly $4.5 billion on inference for paying users." This is up ~1 billion from OpenAI's mid-2025 projection of $7B (source 2). | OpenAI | 8000000000 | Inference cloud compute | Year | https://www.theinformation.com/articles/openai-boost-revenue-forecasts-predicts-112-billion-cash-burn-2030?rc=9mzoog | https://www.theinformation.com/articles/openai-spend-100-billion-backup-servers-ai-breakthroughs?rc=9mzoog | 2025-12-31 | 2026-02-20 | Likely | Media report | 8000000001.0 | ||||
| Anthropic 2025 training | "Anthropic last month expected its costs for training its AI models for 2025 to be roughly $4.1 billion." In context this presumably means full R&D spending, not just non-research training, given reported $2.7 billion. Graph in same article indicates $2.7B inference costs, with a gross margin of 40% on $4.5B in revenue (1 - 40% * $4.5B = $2.7B) | Anthropic | 4100000000 | R&D cloud compute | Year | https://www.theinformation.com/articles/anthropic-lowers-profit-margin-projection-revenue-skyrockets?rc=9mzoog | 2025-12-31 | 2026-01-21 | Likely | Media report | 4100000000.0 |
ai_companies_funding_rounds.csv
49 жол · 16 баған · Жаңартылды 2026-11-09
| Id | Company | Close date | Status | Funding (equity) | Funding (debt) | Valuation (post-money) | Report date | Source 1 | Source 2 | Source 3 | Graph note | Notes | Type | Confidence | Exclude from graph view |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OpenAI–Nvidia | OpenAI | Late discussions | 100000000000.0 | 2025-09-22 | https://openai.com/index/openai-nvidia-systems-partnership/ | https://fortune.com/2025/12/02/nvidia-openai-deal-not-signed-yet-100-billion-rally-colette-kress/ | https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-100b-123431494.html | Likely cancelled/on hold per Nvidia statements: https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-100b-123431494.html Nvidia has agreed to invest $100B in OpenAI as part of an AI data center deal. This will be phased in as each GW is deployed, so nothing is closed yet. "Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure. To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on NVIDIA’s Vera Rubin platform." As of December 2025, deal has not been formally signed: "Speaking Tuesday at the UBS Global Technology and AI Conference in Scottsdale, Nvidia EVP and CFO Colette Kress told investors that the much-hyped OpenAI partnership is still at the letter-of-intent stage. “We still haven’t completed a definitive agreement,” Kress said when asked how much of the 10-gigawatt commitment is actually locked in." | Primary | Confident | |||||
| Microsoft/Nvidia | Anthropic | Late discussions | 15000000000.0 | 350000000000.0 | 2025-11-18 | https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships | https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html | https://www.bloomberg.com/news/articles/2026-01-21/anthropic-s-revenue-run-rate-tops-9-billion-as-vcs-pile-in | "As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic." Status or timing not completely clear given the language about "committing to invest". Per CNBC, "The investments have pushed Anthropic’s valuation to the range of $350 billion, up from its $183 billion valuation as of September, according to a source close to the deal who asked not to be named because the details are confidential. The terms of the company’s next round are still being finalized, the person said." | Uncertain | |||||
| 1B Disney | OpenAI | Cancelled | 1000000000.0 | 500000000000.0 | 2025-12-11 | https://openai.com/index/disney-sora-agreement/ | https://www.bloomberg.com/news/articles/2025-12-15/openai-deal-to-license-disney-characters-is-entirely-in-stock | https://arstechnica.com/ai/2026/03/the-end-of-sora-also-means-the-end-of-disneys-1-billion-openai-investment/ | 1B equity investment, plus warrants to invest more. From announcement: "As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity." Deal was off as of March 2026 due to OpenAI's plan to retire Sora | Primary | Likely | ||||
| 2019 LP seed (Khosla) | OpenAI | 2019-03-11 | Closed | 50000000.0 | 2019-03-11 | https://openai.com/index/openai-lp/ | https://finance.yahoo.com/news/vinod-khosla-details-much-venture-134826473.html | https://www.theinformation.com/articles/will-new-openai-one-chart?rc=9mzoog | Khosla Venture portion of 2019 seed round; full amount not known | per Source 2, Khosla invested $50M in 2019, so the amount raised was at least $50M; possibly several times higher, since Reid Hoffman's foundation is listed as the first investor, though OpenAI does not say Hoffman is the lead investor. OpenAI announced OpenAI LP, a capped-profit LLC, on March 11, 2019. "investors include Reid Hoffman’s charitable foundation and Khosla Ventures, among others." Total funding and valuation not disclosed For what it is worth, The Information estimates that the original 2019 investors will own 1% of OpenAI. This is after many rounds of dilution over the years, and 1% may be a rough estimate. | Primary | Likely | |||
| 2019 LP seed (Other) | OpenAI | 2019-03-11 | Closed | 2019-03-11 | https://openai.com/index/openai-lp/ | https://finance.yahoo.com/news/vinod-khosla-details-much-venture-134826473.html | https://www.theinformation.com/articles/will-new-openai-one-chart?rc=9mzoog | OpenAI announced OpenAI LP, a capped-profit LLC, on March 11, 2019. "investors include Reid Hoffman’s charitable foundation and Khosla Ventures, among others." Valuation and funding not disclosed per Source 2, Khosla invested $50M in 2019, so the amount raised was at least $50M; possibly several times higher, since Reid Hoffman's foundation is listed as the first investor, though OpenAI does not say Hoffman is the lead investor. Size of remaining raise unknown. For what it is worth, The Information estimates that the original 2019 investors will own 1% of OpenAI. This is after many rounds of dilution over the years, and 1% may be a rough estimate. | Primary | Likely | |||||
| 2019 Microsoft 1B | OpenAI | 2019-07-22 | Closed | 1000000000.0 | 2019-07-22 | https://news.microsoft.com/source/2019/07/22/openai-forms-exclusive-computing-partnership-with-microsoft-to-build-new-azure-ai-supercomputing-technologies/ | "Multiyear partnership founded on shared values of trustworthiness and empowerment, and an investment of $1 billion from Microsoft, will focus on building a platform that OpenAI will use to create new AI technologies and deliver on the promise of artificial general intelligence." Likely a mix of cash + compute credits Valuation unknown, with little consensus among secondary sources. | Primary | Confident | ||||||
| March 2021 Microsoft 2B | OpenAI | 2021-03-15 | Closed | 2000000000.0 | 2023-01-12 | https://www.nytimes.com/2023/01/12/technology/microsoft-openai-chatgpt.html | https://www.gov.uk/cma-cases/microsoft-slash-openai-partnership-merger-inquiry | NYT reports that Microsoft invested 2B after their initial 1B investment, and before their 10B investment in Jan 2023. "In 2019, Microsoft invested $1 billion in OpenAI, the tiny San Francisco company that designed ChatGPT. And in the years since, it has quietly invested another $2 billion, according to two people familiar with the investment who requested anonymity because they were not authorized to speak with the media." The UK Competition and Markets Authority (Source 2, click "Full text decision") notes an investment date of March 2021, with a redacted amount; this most likely refers to the same investment. "Microsoft is the largest investor in OpenAI, having invested over $13 billion, including $1 billion in July 2019, $[X] billion in March 2021, $10 billion in January 2023, and a further substantial sum ($[X]) in October 2024. " Valuation not known | Primary | Likely | |||||
| May 2021 Series A | Anthropic | 2021-05-28 | Closed | 124000000.0 | 674000000.0 | 2021-05-28 | https://www.anthropic.com/news/anthropic-raises-124-million-to-build-more-reliable-general-ai-systems | Valuation not disclosed by Anthropic. pre-money valuation was $550M per Crunchbase "The Series A round was led by Jaan Tallinn, technology investor and co-founder of Skype. The round included participation from James McClave, Dustin Moskovitz, the Center for Emerging Risk Research, Eric Schmidt, and others." | Primary | Confident | |||||
| 14B tender | OpenAI | 2021-07-01 | Closed | 0.0 | 14000000000.0 | 2023-01-05 | https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279b | https://news.crunchbase.com/ai-robotics/openai-chatgpt-tender-offer/ | Crunchbase news, relaying WSJ reporting: "Such a deal would more than double the $14 billion valuation set during OpenAI’s most recent tender offer, in 2021. More recently, it was valued at $20 billion via a secondary sale." Size of the sale not disclosed in any reporting. Date is uncertain, beyond "2021", recording as mid-2021. | Secondary | Uncertain | ||||
| Apr 2022 Series B | Anthropic | 2022-04-29 | Closed | 580000000.0 | 3700000000.0 | 2022-04-29 | https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai | Anthropic announced that they "raised $580 million in a Series B", but without disclosing valuation/ Some sources, eg here, describe this as a 4B funding round: https://www.nextplatform.com/2025/03/03/anthropic-raises-285-million-gpu-hours-equivalent-in-series-e-funding/ FTX bankruptcy documents (Case 22-11068-JTD Doc 6952) reveal (page 3) that FTX acquired a 13.56% share of Anthropic for $500M, closing on April 30, 2022. $500M / 0.1356 = 3,687,315,634, or ~$3.7B. https://storage.courtapi.com/download/s3/1708700292/czM6Ly9pbmZvcnVwdGN5LXN0b3JhZ2UvcGFjZXIvZGVia2UvMTg4NDUwL2RvY2tldHMvNjk1Mi4wMDAwMC8xLUYzRDU2QzdDLUMyNTktMTFFRS1CNEJFLThENTJFMDE3M0I2NQ/Bankr.D.Del._1-22-bk-11068_6952.pdf?signature=qrO83-NjWwxH5bY7xeUF4kioL3wieEz65nbomr28c4o | Primary | Confident | |||||
| Jan 2023 Microsoft | OpenAI | 2023-01-23 | Closed | 10000000000.0 | 2023-04-28 | https://openai.com/index/openai-and-microsoft-extend-partnership/ | https://techcrunch.com/2023/04/28/openai-funding-valuation-chatgpt | https://www.bloomberg.com/news/articles/2023-01-23/microsoft-makes-multibillion-dollar-investment-in-openai | This is a complicated round, and the key numbers come from reporting, not company announcements. OpenAI confirmed a new Microsoft investment on January 23, 2023, but with no numbers: https://openai.com/index/openai-and-microsoft-extend-partnership/ Reportedly, Microsoft invested ~$10B in OpenAI around January 2023. Per Bloomberg, much of this investment was in the form of cloud compute, not cash: "As with Microsoft’s previous investment in OpenAI, much of the value of the deal will take the form of Microsoft giving OpenAI the Azure cloud-computing horsepower needed to run its AI systems, said two people familiar with the deal." Per TechCrunch, Microsoft's funding in January, in the amount of $10b: "The size of Microsoft’s investment is believed to be around $10 billion, a figure we confirmed with our source." The valuation was never confirmed, but this was followed by a VC tender round in April 2023 valuing OAI at $27-29B. | Primary | Likely | ||||
| Apr 2023 27B | OpenAI | 2023-04-26 | Closed | 300000000.0 | 27000000000.0 | https://www.reuters.com/markets/deals/openai-closes-10-bln-funding-round-27-bln-29-bln-valuation-techcrunch-2023-04-28/ | Reuters says 27-29B, later The Information report just references 27B (https://www.theinformation.com/articles/openai-passes-1-billion-revenue-pace-as-big-companies-boost-ai-spending?rc=4ylmkj) | Primary | Confident |
ai_companies_revenue_reports.csv
73 жол · 18 баған · Жаңартылды 2026-11-09
| Id | Company | Date | Annualized revenue (USD) | Annualized revenue type | Scope | Revenue amount (normalize to annual) | Period revenue | Period type | Other revenue info | Confidence | Source 1 | Source 2 | Source 3 | Notes | Report date | Source type | Graph note |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| October 2026 81B | Anthropic | 2026-10-31 | 81000000000.0 | Annualized run rate | Full company | 81000000000.0 | Likely | https://www.ft.com/content/314e17df-e7af-4814-b208-70a0557cb452?syn-25a6b1a6=1 | Annualised revenue run rate is $81bn, per FT. Presume this refers to last day of October, since Anthropic plans to report a revenue run rate amount as of Oct 31 in its S-1 filing, so FT's sources are most likely conveying this figure. | 2026-11-06 | Media report | ||||||
| OpenAI September 50B | OpenAI | 2026-09-30 | 50000000000.0 | Annualized run rate | Full company | 50000000000.0 | Likely | https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a?syn-25a6b1a6=1 | https://www.axios.com/2026/09/29/scoop-openais-annual-recurring-revenue-nears-70b | https://www.ft.com/content/211d10ae-cf9e-481d-99ed-0321d2eb0676?syn-25a6b1a6=1 | FT report supersedes previous reports about OpenAI nearing 70B revenue, which was based on investor analysis attempting to gross up OpenAI revenue to include cloud partner revenue that wasn't shared with OpenAI. https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a?syn-25a6b1a6=1 previously, OpenAI run rate was reported to be "nearing" 70B (Axios) or "about" 70B (FT) as of September 29. | 2026-09-08 | Media report | ||||
| DeepSeek September 1B | DeepSeek | 2026-09-24 | 1000000000.0 | Annualized run rate | Full company | 1000000000.0 | Likely | https://www.theinformation.com/articles/deepseeks-annualized-revenue-hits-1-billion-startup-finalizes-7-5-billion-fundraising?rc=9mzoog | "DeepSeek’s annualized revenue run rate has hit $1 billion, more than double from less than $500 million a few months ago... according to two people with direct knowledge of the matter." "DeepSeek’s revenue growth was driven in part by a price hike last month" in addition, gross margin on API was 82.9%. 100% of revenue is API; chatbot generates no revenue | 2026-09-24 | Media report | ||||||
| Mistral 1B Sep 2026 | Mistral AI | 2026-09-08 | 1000000000.0 | Annual recurring revenue (ARR) | Full company | 1000000000.0 | Confident | https://www.wsj.com/tech/ai/mistral-ai-exceeds-24-billion-valuation-after-samsung-led-investment-round-ea377b82 | "slightly above" $1 billion USD. CFO statement to WSJ: "Being three years in, I think we have a pretty good trajectory,” [Mistral CFO Johan] Bergqvist said, adding that annual recurring revenue was slightly above $1 billion and that an IPO remains a possibility further down the line. | 2026-09-08 | Company disclosure | ||||||
| August 2026 1.6B | Z.ai (Zhipu) | 2026-08-31 | 1600000000.0 | Annual recurring revenue (ARR) | Full company | 1600000000.0 | Confident | https://www.scmp.com/tech/big-tech/article/3365870/chinas-zai-revenue-jumps-400-total-losses-narrow-explosive-cloud-gains | SCMP reporting on Z.ai earnings: "Beyond its first-half results, Z.ai said that its annual recurring revenue (ARR) – a key metric that projects current monthly subscription income over a 12-month period – had reached US$1.6 billion by the end of August." | 2026-08-31 | Company disclosure,Media report | ||||||
| Moonshot 1B August | Moonshot AI | 2026-08-31 | 1000000000.0 | Annual recurring revenue (ARR) | Full company | 1000000000.0 | Confident | https://www.bloomberg.com/news/articles/2026-09-11/china-ai-star-moonshot-eyes-2-billion-annualized-sales-in-2026 | "The Chinese AI developer recently told investors its annual recurring revenue — a gauge of forward-looking sales — topped $1 billion in August, up from $300 million in June, according to people familiar with the matter." | 2026-09-11 | Media report | ||||||
| Aug 2026 800M | MiniMax | 2026-08-26 | 800000000.0 | Annual recurring revenue (ARR) | Full company | 800000000.0 | Likely | https://www.scmp.com/tech/big-tech/article/3365341/minimax-revenue-surges-283-remains-behind-pace-meet-forecast-amid-crowded-ai-race | Per SCMP: "In August, the firm’s ARR rose to US$800 million, driven mostly by improvements in model capabilities, said Yan Junjie, MiniMax’s founder and CEO, in an earnings call on Wednesday." | 2026-08-26 | Company disclosure | ||||||
| July 2026 65B | Anthropic | 2026-07-31 | 65000000000.0 | Annualized run rate | Full company | 65000000000.0 | Likely | https://www.bloomberg.com/news/articles/2026-08-17/anthropic-revenue-run-rate-surpasses-65-billion-ahead-of-ipo | 65B by end of July (entered as July 31, but could have been reached beforehand). "The company’s run rate, a metric that projects full-year revenue from a shorter period, hit $65 billion by the end of July, said the people, who spoke on condition of anonymity to discuss private information. Anthropic shared the figures as part of a regular update with investors, one person said." | 2026-08-17 | Media report | "by end of July" | |||||
| OpenAI 30B July | OpenAI | 2026-07-15 | 30000000000.0 | Annualized run rate | Full company | 30000000000.0 | Likely | https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a?syn-25a6b1a6=1 | https://www.bloomberg.com/news/articles/2026-08-13/openai-s-revenue-run-rate-tops-40-billion-ahead-of-ipo | Bloomberg previously reported that OpenAI had exceeded $40B in annualized revenue in August. However, a later FT report provided further context that the $40B figure was the result of an investor analysis grossing up OpenAI's revenue to include cloud provider revenue that wasn't shared with OpenAI. FT reported that OpenAI was near 30bn annualized in July. | 2026-10-08 | Media report | |||||
| 500M July 2026 | DeepSeek | 2026-07-14 | 450000000.0 | Annualized run rate | Full company | 450000000.0 | Likely | https://www.theinformation.com/articles/deepseeks-annualized-revenue-nears-500-million-boosting-fundraise-ipo-plans?rc=9mzoog | "The three-year-old startup’s annualized revenue reached between $400 million and $500 million recently thanks to sales of cloud-based access to its AI models through an application programming interface, the three people said." 450M is an estimate that is the midpoint of the reported range. | 2026-07-14 | Media report | ||||||
| Moonshot 300M June 2026 | Moonshot AI | 2026-06-30 | 300000000.0 | Annual recurring revenue (ARR) | Full company | 300000000.0 | Likely | https://www.bloomberg.com/news/articles/2026-07-21/china-s-moonshot-in-talks-on-pre-ipo-funds-at-50-billion-value | "The startup judged the time was right after annual recurring revenue — a gauge of future sales — hit $300 million in June, they said, asking to remain unidentified discussing a private deal. Moonshot achieved $200 million in annual recurring revenue in April, Bloomberg News has reported." | 2026-07-19 | Media report | ||||||
| May 2026 47B | Anthropic | 2026-05-15 | 47000000000.0 | Annualized run rate | Full company | 47000000000.0 | Likely | https://www.anthropic.com/news/series-h | https://www.ft.com/content/a40cafcc-0fa4-4e70-9e24-90d826aea56d?syn-25a6b1a6=1 | https://www.theinformation.com/articles/openai-held-1-billion-revenue-lead-anthropic-first-quarter?rc=9mzoog | "…and our run-rate revenue crossed $47 billion earlier this month." Unclear when in May—interpolating to middle of month (May 15). Mid-month is roughly corroborated by other media reporting. FT reported on May 7 that Anthropic would reach $45 billion run rate "imminently". The Information reported on May 21 that Anthropic’s annualized revenue "recently neared $45 billion". | 2026-05-28 | Company disclosure | As of "earlier this month" on May 28 |
ai_companies_staff_reports.csv
51 жол · 14 баған · Жаңартылды 2026-11-09
| Id | Company | Staff count | Date | Report date | Source 1 | Source 2 | Notes | Type | Division name | Source type | Confidence | Graph note | Exclude from graph view |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| December 2013 75 | 75.0 | 2013-12-31 | 2014-01-26 | https://www.theinformation.com/articles/google-beat-facebook-for-deepmind-creates-ethics-board?rc=9mzoog | https://techcrunch.com/2014/01/26/google-deepmind/ | "As of December, DeepMind had about 75 employees, including more than a dozen deep learning graduates, according to a person who worked there." | Division/role | DeepMind | Media report | Likely | |||
| January 2014 100 | 100.0 | 2014-01-26 | 2017-12-29 | https://www.businessinsider.com/deepmind-ceo-demis-hassabis-told-prince-harry-he-now-employs-700-staff-2017-12 | "DeepMind CEO Demis Hassabis told Prince Harry during an interview on Radio 4 earlier this week that DeepMind's headcount has gone from around 100 [at the time of the Google acquisition] to over 700 today". Interview on YouTube: https://www.youtube.com/watch?v=EBhxWFF31eg&ab_channel=ALTCOINEXPRESS | Division/role | DeepMind | Company disclosure | Confident | ||||
| March 2016 200 | 200.0 | 2016-03-13 | 2016-03-13 | https://www.businessinsider.com/the-smartest-ai-scientists-working-at-google-deepmind-2015-11 | "Google DeepMind, a group of approximately 200 people aiming to "solve intelligence" in London, is arguably one of the most interesting AI companies operating in the world right now." | Division/role | DeepMind | Media report | Likely | ||||
| October 2016, 75 | Meta | 75.0 | 2016-10-31 | 2016-10-31 | https://www.businessinsider.com/interview-yann-lecun-facebook-ai-deepmind-2016-10 | "LeCun added that the FAIR group, who refer to themselves internally as the "FAIRies", is now about 75 people strong, with offices in New York, Palo Alto, Seattle, and Paris." | Division/role | FAIR | Company disclosure | Confident | |||
| December 2016 350 | 350.0 | 2016-12-29 | 2017-12-29 | https://www.businessinsider.com/deepmind-ceo-demis-hassabis-told-prince-harry-he-now-employs-700-staff-2017-12 | "The headcount at DeepMind has doubled in the last year. DeepMind employed around 350 people in December 2016, according to a job listing on DeepMind's website at the time that said the company "has grown from 70 employees to over 350 employees in the last two and a half years and will continue to grow at pace." | Division/role | DeepMind | Company disclosure | Likely | ||||
| 2016, 52 | OpenAI | 52.0 | 2016-12-31 | 2016-12-31 | https://projects.propublica.org/nonprofits/organizations/810861541/201703459349300445/full | https://www.nytimes.com/2018/04/19/technology/artificial-intelligence-salaries-openai.html | The OpenAI nonprofit's 990 form for 2016 lists "Total number of individuals employed in calendar year 2016" as 52 NYT also repeats this claim, likely using the same source | Full company | Company disclosure | Confident | |||
| December 2017 700 | 700.0 | 2017-12-27 | 2017-12-29 | https://www.businessinsider.com/deepmind-ceo-demis-hassabis-told-prince-harry-he-now-employs-700-staff-2017-12 | "DeepMind CEO Demis Hassabis told Prince Harry during an interview on Radio 4 earlier this week that DeepMind's headcount has gone from around 100 [at the time of the Google acquisition] to over 700 today". Interview published on December 27th: https://www.bbc.co.uk/programmes/p05s372t | Division/role | DeepMind | Company disclosure | Confident | ||||
| 2017, 99 | OpenAI | 99.0 | 2017-12-31 | 2017-12-31 | https://projects.propublica.org/nonprofits/organizations/810861541/201920719349300822/full | Their 990 form for 2017 lists "Total number of individuals employed in calendar year 2017" as 99 | Full company | Company disclosure | Confident | ||||
| November 2018, 200 | Meta | 200.0 | 2018-11-08 | 2018-11-08 | https://www.wired.com/story/facebook-ai-research-fair-google-experiments/ | "The FAIR group as a whole — tasked with advancing the field of AI — has grown to almost 200 researchers worldwide since it was founded by Facebook's chief AI scientist Yann LeCun in 2013, and is set to double by 2020." | Division/role | FAIR | Media report | Likely | |||
| 2018, 113 | OpenAI | 113.0 | 2018-12-31 | 2018-12-31 | https://projects.propublica.org/nonprofits/organizations/810861541/201943199349318399/full | Their 990 form for 2018 lists "Total number of individuals employed in calendar year 2018" as 113 as well as 20 volunteers | Full company | Company disclosure | Confident | ||||
| 2019, 125 | OpenAI | 125.0 | 2019-12-31 | 2019-12-31 | https://projects.propublica.org/nonprofits/organizations/810861541/202003219349325305/full | Their 990 form for 2019 lists "Total number of individuals employed in calendar year 2019" as 125 as well as 12 volunteers 2019 was when OpenAI LP (capped profit LLC) was founded. In later years, most "OpenAI" staff ceased being employed by the nonprofit. For example, their 2023 Form 990 says OpenAI only has 2 employees. So not clear that the 2019 Form 990 describes all OpenAI staff. https://projects.propublica.org/nonprofits/organizations/810861541/202413189349309791/full | Full company | Company disclosure | Uncertain | True | |||
| Feb 2020 120+ | OpenAI | 120.0 | 2020-02-17 | 2020-02-17 | https://www.technologyreview.com/2020/02/17/844721/ai-openai-moonshot-elon-musk-sam-altman-greg-brockman-messy-secretive-reality/ | "Over 120 employees" - OAI spokesman | Full company | Company disclosure | Confident |
ai_companies_usage_reports.csv
51 жол · 16 баған · Жаңартылды 2026-11-09
| Id | Company | Active users | Active users time period | Daily tokens | Daily messages | Date | Report date | Source 1 | Source 2 | Graph note | Notes | Source type | Product | Confidence | Exclude from graph view |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ChatGPT 50M WAU | OpenAI | 50000000.0 | Weekly | 2023-03-25 | 2025-09-14 | https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf | https://www.nber.org/papers/w34255 | From Figure 3, weekly active ChatGPT users on consumer plans (Free, Plus, Pro). Number extracted using plotdigitizer and rounded to the nearest 5M. | Company disclosure | ChatGPT | Likely | ||||
| ChatGPT 80M WAU | OpenAI | 80000000.0 | Weekly | 2023-09-20 | 2025-09-14 | https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf | https://www.nber.org/papers/w34255 | From Figure 3, weekly active ChatGPT users on consumer plans (Free, Plus, Pro). Number extracted using plotdigitizer and rounded to the nearest 5M. | Company disclosure | ChatGPT | Likely | ||||
| Dec 2023 tokens | Z.ai (Zhipu) | 2100000000.0 | 2023-12-31 | 2025-12-30 | https://www1.hkexnews.hk/listedco/listconews/sehk/2025/1230/2025123000017.pdf | From IPO Prospectus (pg. 173): "Token consumption volume. Our average daily token consumption volume was 0.5 billion, 2.1 billion, 0.2 trillion and 4.6 trillion in December 2022, 2023 and 2024 and June 2025, respectively." Z.ai develops open-weight models. Prospectus discusses Z.ai self-hosted and on-prem (customer-hosted) deployments of Z.ai models. It is not clear whether this token count includes on-prem tokens, or just Z.ai-hosted tokens. It presumably does not count tokens from non-customer third parties that download Z.ai models. | Company disclosure | Full company | Likely | ||||||
| 100B words per day | OpenAI | 133000000000.0 | 2024-02-09 | 2024-02-09 | https://x.com/sama/status/1756089361609981993 | Tweet from Sam Altman: "openai now generates about 100 billion words per day. all people on earth generate about 100 trillion words per day." | Company disclosure | All products | Confident | ||||||
| ChatGPT 125M WAU | OpenAI | 125000000.0 | Weekly | 2024-03-20 | 2025-09-14 | https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf | https://www.nber.org/papers/w34255 | From Figure 3, weekly active ChatGPT users on consumer plans (Free, Plus, Pro). Number extracted using plotdigitizer and rounded to the nearest 5M. | Company disclosure | ChatGPT | Likely | ||||
| 100M MAU | OpenAI | 100000000.0 | Monthly | 2024-03-30 | 2024-09-27 | https://www.nytimes.com/2024/09/27/technology/openai-chatgpt-investors-funding.html | All products | "about 350 million people — up from around 100 million in March — used its services each month as of June." likely primarily ChatGPT. May be substantially rounded down (given rapid growth in a few months, and OpenAI later claimed 125M *weekly* actives at the same time) | Media report | All products | Uncertain | ||||
| Google 9.7T monthly tokens | 323000000000.0 | 2024-04-15 | 2025-05-20 | https://x.com/Google/status/1924874729091170423 | https://www.interconnects.ai/p/people-use-ai-more-than-you-think | April 2024 - Source 2 links to Google I/O keynote video (https://www.youtube.com/live/o8NiE3XMPrM?t=394s) 9.7T / 30 days/month = 323B | Company disclosure | Google (all AI products) | Confident | ||||||
| ChatGPT 451M messages | OpenAI | 451000000.0 | 2024-06-24 | 2025-09-14 | https://cdn.openai.com/pdf/a253471f-8260-40c6-a2cc-aa93fe9f142e/economic-research-chatgpt-usage-paper.pdf | https://www.nber.org/papers/w34255 | Table 1: shows daily average of 451M ChatGPT messages from all consumer plans for the week ending June 24, 2025. This count excludes "users who opt-out of sharing their messages for model training, users who selfreport their age as under 18, logged-out users, deleted conversations, and accounts which have been deactivated or banned (details available in Section 3)" | Company disclosure | ChatGPT | Confident | |||||
| 350M MAU | OpenAI | 350000000.0 | Monthly | 2024-06-30 | 2024-09-27 | https://www.nytimes.com/2024/09/27/technology/openai-chatgpt-investors-funding.html | All products | "about 350 million people — up from around 100 million in March — used its services each month as of June." likely primarily ChatGPT | Media report | All products | Likely | ||||
| ChatGPT 240M WAU | OpenAI | 240000000.0 | Weekly | 2024-09-15 | 2025-09-14 | https://www.nber.org/papers/w34255 | From Figure 3, weekly active ChatGPT users on consumer plans (Free, Plus, Pro). Number extracted using plotdigitizer and rounded to the nearest 5M. | Company disclosure | ChatGPT | Likely | |||||
| Meta AI 400M MAU | Meta | 400000000.0 | Monthly | 2024-09-25 | 2024-09-25 | https://about.fb.com/news/2024/09/metas-ai-product-news-connect/ | "More than 400 million people are using Meta AI monthly, with 185 million people using it across our products each week." | Company disclosure | Meta AI assistant | Confident | |||||
| Meta AI 185M WAU | Meta | 185000000.0 | Weekly | 2024-09-25 | 2024-09-25 | https://about.fb.com/news/2024/09/metas-ai-product-news-connect/ | "More than 400 million people are using Meta AI monthly, with 185 million people using it across our products each week." | Company disclosure | Meta AI assistant | Confident |