Rhodium 研究：OpenAI 与 Anthropic 收入约为中国所有 AI 模型总和的 10 倍

2026-09-18 01:17· 53分钟前

AI 导读

据 Rhodium 研究，OpenAI 年化经常性收入约 $40B，Anthropic 约 $65B，而字节跳动大模型业务约 $4B、阿里百炼 MaaS 约 $2.3–$2.4B。作者归因于中国模型多为开源：2025 年中国模型在 Hugging Face 下载量超 2B，占平台总量 41%，用户可自托管或经第三方访问，收入很少回流到原开发者。

OpenAI and Anthropic earn 10 times more than all Chinese AI models combined, per Rhodium research.

OpenAI at roughly $40B in ARR and Anthropic at $65B, while ByteDance’s large-model business is about $4B and Alibaba’s Bailian MaaS about $2.3–$2.4B.

And the reason is, models from China are mostly open source. Chinese models recorded more than 2B Hugging Face downloads in 2025, or 41% of the platform total.

i.e. users can self-host them or access them through third parties without much revenue flowing back to the original developer.

来源：Rohan Paul· x.com

Anthropic OpenAI 开源生态现象/趋势

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