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by refurb 1 day ago
While the debt numbers might look large, don't forget how much revenue is coming into these companies as well.

OpenAI gross revenue was $4B in 2024, $13B in 2025 and estimated to hit $26B in 2026. Revenue is doubling or more.

Same with Anthropic. $1B in 2024, $9B in 2025 and estimated to be $47B in 2026.

All the AI companies together are pulling in hundreds of billions of dollars per year in revenue and it's going up quickly. To me, taking on trillions in debt in order to make hundreds of billions in revenue doesn't seem crazy.