OpenAI 单季收入 100 亿美元,仍落后 Anthropic 的近 170 亿
OpenAI 一个季度进了 100 亿美元,但 Anthropic 同期干了近 170 亿,反超了。API 和广告都在涨,但对比数据更值得看。做 SaaS 或选模型 API 的开发者可以了解下两家收入结构差异。
据 The Information 独家报道,OpenAI 2025 年第三季度收入达 100 亿美元,主要来自 GPT 5.6 和 Astra 等新模型的 API 需求,广告销售也在增长。
收入结构上,API 是核心驱动力,GPT 5.6 与 Astra 的推出带动开发者用量上升;广告业务作为较新的收入来源开始贡献可观份额。
对比来看,竞争对手 Anthropic 在截至 9 月的同一季度录得近 170 亿美元收入,高出 OpenAI 约 70 亿美元,两家公司在企业客户市场的争夺仍在加剧。
Exclusive: OpenAI brought in $10 billion in Q3 revenue, driven by API demand for new models such as GPT 5.6 and Astra plus growing ad sales.
Rival Anthropic still did better, with nearly $17 billion in the quarter ending September.
Full story: https://t.co/GTS8esOkQs https://t.co/8JuDccdQkV
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison. Key entities and technical topics under continuous tracking include OpenAI, Anthropic, GPT 5.6, Astra.
Source attribution: curated from The Information (@theinformation). Cross-source corroboration: 11 independent sources have covered this development (including Andrew Curran, Nikkei Asia, 小互), confirming industry-wide signal strength.