Data: 6 AI companies in China had a total revenue of 11 billion USD

In September, the American research institution Epoch AI estimated the annual revenue of various companies, finding that six Chinese artificial intelligence companies had a combined revenue of 11 billion dollars, approximately one-tenth of the combined 105 billion dollars of OpenAI and Anthropic. The statistical scope includes companies such as DeepSeek, Zhipu AI, as well as related business revenues from Alibaba and ByteDance's cloud computing, with ByteDance leading Chinese companies at 4 billion dollars.

The Information reported in September that DeepSeek's annual recurring revenue doubled within a few months, reaching 1 billion dollars. OpenRouter data shows that open-source models account for over 70% of the platform's token usage. As of September 16, eight companies provided Zhipu AI's GLM-5 model services on the platform, with third-party services accounting for 75% of its token call volume in the past 24 hours; DeepSeek's V4 Pro offered services at 87% lower than the official pricing, with about 70% of token usage coming from external service providers during the same period.