---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42221050.md"
description: "Anthropic: U$62BOpenAI: U$40B-------The recent ARR situation of the two companies in June is still rising.$XL2CSOPHYNIX(07709.HK)$NVIDIA(NVDA.US)"
datetime: "2026-06-26T02:16:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42221050.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42221050.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42221050.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Anthropic: U$62BOpenAI: U$40B-------The recent ARR…


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## Comments (7)

- **BarneyW · 2026-06-26T02:59:10.000Z**: If the growth rate slows down, the entire AI chain will undergo a significant adjustment.
- **永久持有有定价权资产 · 2026-06-26T02:34:59.000Z**: The net profit margin of large model companies probably won't be high, right? After all, it's homogeneous competition?
  - **厉害钊** (2026-06-26T02:42:10.000Z): Looking at the supply-demand relationship, it's a seller's market now, and memory is also homogeneous, which doesn't affect its ability to make big money.
- **酸木瓜 · 2026-06-26T02:19:27.000Z**: Zhipu is really outrageous.
- **厉害钊 · 2026-06-26T02:17:43.000Z · 👍 1**: What is the month-on-month increase?
  - **不想上班又想有钱** (2026-06-26T02:33:29.000Z): Can calculate it
  - **厉害钊** (2026-06-26T03:13:20.000Z): The growth rate is just average.