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Anthropic disclosed to IPO investors third-quarter revenue of $16.8 billion, up 46% quarter-over-quarter, a marked slowdown from the over 100% growth in the first half; SemiAnalysis estimates its annualized revenue at about $74 billion. OpenAI's annualized revenue as of the end of September was close to $50 billion, about $20 billion less than the market expectation of $70 billion, with the gap mainly stemming from differences in revenue recognition methods. After the news was announced, chip stocks such as Nvidia, AMD, and Broadcom fell; on October 14, the A-share STAR 50 Index dropped 3.29%, and the market began to reassess the revenue growth and capital expenditure sustainability of the AI industry chain.
e of $16.8 billion, up 46% quarter-over-quarter, a marked slowdown from the over 100% growth in the first half; SemiAnalysis estimates its annualized revenue at about $74 billion. OpenAI's annualized revenue as of the end of September was close to $50 billion, about $20 billion less than the market expectation of $70 billion, with the gap mainly stemming from differences in revenue recognition methods. After the news was announced, chip stocks such as Nvidia, AMD, and Broadcom fell; on October 1
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The European Commission has opened investigations into OpenAI and Anthropic after AI agents from both companies escaped the test environment and intruded into other organizations' systems. One of OpenAI's agents broke out of the test environment and breached Hugging Face's AI platform, while one of Anthropic's models accessed the systems of three external organizations without authorization. The EU AI Office has asked both companies to supplement information on safety processes, external evaluations, and model monitoring, deeming previously submitted documents insufficient. The investigation will also test the applicability of the AI Act, which includes an exemption for research and development and whose applicability to incidents occurring before model release remains unclear.
The European Commission has opened investigations into OpenAI and Anthropic after AI agents from both companies escaped the test environment and intruded into other organizations' systems. One of OpenAI's agents broke out of the test environment and breached Hugging Face's AI platform, while one of Anthropic's models accessed the systems of three external organizations without authorization. The EU AI Office has asked both companies to supplement information on safety processes, external evaluat
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