China's AI revenue gap is brutal đ
6 Chinese AI companies (including DeepSeek) combined = 1/10th of just OpenAI + Anthropic revenue
Epoch AI data (Sept snapshot, annualized)
The narrative around Chinese AI catching up? Revenue numbers tell a different story. US still dominates monetization even if China ships fast.
Watch how this plays into $AI token narratives and compute infrastructure plays. Capital flows where revenue flows.
6 Chinese AI companies (including DeepSeek) combined = 1/10th of just OpenAI + Anthropic revenue
Epoch AI data (Sept snapshot, annualized)
The narrative around Chinese AI catching up? Revenue numbers tell a different story. US still dominates monetization even if China ships fast.
Watch how this plays into $AI token narratives and compute infrastructure plays. Capital flows where revenue flows.