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OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says

CNBC FinanceThursday, September 17, 2026 at 9:00 AM

RedScroll Brief

Rhodium Group's latest analysis of Chinese and U. AI companies also found that low revenue did not necessarily correspond with lower valuation.

RedScroll Signal

Impact
High
Category
Business
Regions
China
Market relevance
High
Why it matters
Corporate and market moves reprice risk and reveal where power and cash are concentrating. Rhodium Group's latest analysis of Chinese and U. AI companies also found that low revenue did not necessarily correspond with lower valuation. Investors will watch earnings, rates, and competitive positioning connected to OpenAI and Anthropic.

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RedScroll Briefing

Extractive editorial brief — not a reprint of the original

What happened

Rhodium Group's latest analysis of Chinese and U. AI companies also found that low revenue did not necessarily correspond with lower valuation.

Why it matters

Corporate and market moves reprice risk and reveal where power and cash are concentrating.

Background

CNBC Finance reported on this under business. RedScroll surfaces the signal with an extractive brief — not a reprint of the original article. Read the source for full reporting.

Timeline

  1. CNBC Finance published: OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says

  2. Story is in today’s RedScroll edition. Follow the original source for updates.

Economic impact

Investors will watch earnings, rates, and competitive positioning connected to OpenAI and Anthropic.

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Source

CNBC Finance

Original reporting by CNBC Finance. RedScroll provides an extractive briefing only.