This article reveals OpenAI's significant spending on inference through Microsoft Azure and details the complexities of their revenue-sharing agreement. The reported inference costs and revenues differ from previously stated figures, suggesting that OpenAI's financial situation may be more complicated than understood. The analysis challenges the accuracy of OpenAI's claimed revenues.

Anthropic's spending on Amazon Web Services has reached alarming levels, with reported costs exceeding its revenue, leading to concerns over its financial viability. In 2024 alone, Anthropic spent $1.35 billion on AWS while generating an estimated revenue of $600 million, contributing to a larger narrative of escalating operational expenses in the AI industry. The article also hints at potential undisclosed costs and uncertainties regarding Anthropic's future profitability.