OpenAI and Anthropic's Chinese Rivals Face a Revenue Reality Check

This article first appeared on GuruFocus. Chinese artificial-intelligence models may be cheaper to run, but they are generating only a fraction of the revenue produced by U.S. leaders OpenAI and Microsoft (NASDAQ:MSFT) backed Anthropic, according to estimates from Rhodium Group. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart All Chinese AI models combined generate roughly 10% of the revenue reported by OpenAI and Anthropic, highlighting a widening gap between model adoption, monetization and access to capital. Rhodium estimated DeepSeek's annual recurring revenue at about $500 million, MiniMax at $800 million and Moonshot at $1 billion. Z.