Sequoia's calculation… Anthropic annualized 60 billion, OpenAI next year 13 billion, together not even a fraction. The bubble narrative needs a new script.

View Original
CoinNetwork
According to a report by TechCrunch, Sequoia partner David Cahn analyzed and said that global AI infrastructure investment will reach $1.5 trillion in 2026, and the industry will need to achieve $3 trillion in revenue to break even. Currently, Anthropic’s annualized revenue is $60 billion, and OpenAI is expected to have revenue of about $13 billion in 2025.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned