Compute Cost as a Share of Revenue (%)
Compute Cost as a Share of Revenue (%)#
Compute cost falling below 100% of revenue is the business-model turning point: Anthropic is down to 21% in 2026 and OpenAI reached 76% in 2025.Draft, pending review
How to read this chart
Above 100% means compute spending exceeds total revenue.
Source: FinSight compilation and estimates · Updated 2026-08-31
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