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Annual recurring revenues (ARR) of China's frontier labs and hyperscalers’ AI model businesses have surged this year, but the total ARR for all of China’s AI models was still only around $10.7 billion, or around 10% of the recently reported levels of OpenAI and Anthropic.

Rhodium Group

@rhg.com

Using ARR as an aggregate revenue metric is highly imperfect, of course, but it is used widely to capture trends in rapidly growing firms. Read more in our latest report on China's AI financing:

rhg.comExamining China's AI FinancingWe examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.

17/9/26, 3:01 pm0 reposts2 likes

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